Archive for Mutual Funds

Index Quote The Globe and Mail

Andrew Hallam is the index investor for Globe Investor’s Strategy Lab. Follow his contributions here and view his model portfolio here . Imagine professional

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How a Mutual Fund Is Structured

An Explanation of What You are Buying When You Invest In a Mutual Fund Many of you know that I am seriously considering launching

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High court to weigh impact of fund fees CBS News

To the casual observer, the difference seems almost trivial. Imagine two mutual funds, identical in almost every way. They have the same management team,

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Tax Loss Harvesting Could Reduce Your Taxes

Learn about end of year strategies that can reduce your tax liability As the end of the year approaches, you only have a few

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Tax Loss Harvesting Capital Gains and Losses

Make Capital Losses Work For You Cut taxes with tax-loss harvesting. Getty Images What is tax loss harvesting? Understanding the tax consequences (capital gains

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Lower your 2013 tax bill with loss harvesting Smarter Investing

Lower your 2013 tax bill with loss harvesting It has been a great year for stock investors with the S&P 500 on track for

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Capitalize on investment losses

Tax-loss harvesting with ETFs can lighten tax burdens When markets are volatile and arent offering much opportunity to make money, its a good time

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What Mutual Fund Investors Need To Know About The New 2012 Tax Rules

Follow Comments Following Comments Unfollow Comments If you’ve received unfamiliar paperwork from your mutual funds or brokers recently, you’re not alone. New IRS rules

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Wash Sale Rule for Deferring Capital Losses

Capital loss on an investment transaction may be deferred Michael Goldman/ Taxi/ Getty images A capital loss on an investment can end up being

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Tax Report New IRS Rules for Investors

Laura Saunders Updated Oct. 23, 2010 12:01 a.m. ET If you have a brokerage account, you soon will get a mailing or call about

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