Holding actively managed funds in a taxable account can lead to a higher tax bill, thanks to the capital gains distributions being made right about now.
The recent ups and downs — mostly downs — on Wall Street have not been for the faint of heart. Anxiety levels have been raised even further by some behind-the-scenes turbulence. It can be tough enough for an investor to white-knuckle it and hold on tight while markets are behaving like a bucking bronco, but
The number of Americans who own retirement accounts also fell over the past few years, down to 49.2 percent in 2013 from 50.4 percent in 2010.
Nearly a quarter of workers offered a 401(k) plan in 2013 didn’t save any money. Plan sponsors think confusion about saving and investing could be to blame.
One expression I’ve always found odd in investing is “There is a lot of cash sitting on the sidelines” or some variant of that expression. Like investors are waiting on the bench for the coach to signal that it’s time to get in the market. Why I find it odd is that there are two
Investors can improve their after-tax investment returns by managing their tax exposure.
Actively managed mutual funds often fail to beat benchmarks. New research shows that the more mutual funds there are, the harder it is to beat indexes.
Should your employer’s 401(k) plan let you invest in exchange-traded funds, or ETFs?
Consider taking a core-satellite approach to investing for your 2014 investment outlook.
There are some portfolio moves you should — and shouldn’t — make to keep tax bills low.