Will 2017 see huge tax savings if Trump’s plans are enacted ?!?
Depends on whom you ask, but not for the people that were in the lower brackets already. Don’t get us wrong, this listing of facts is not a political article…
READ MOREWhat I Wish I Knew Before Taking Out Student Loans by: Holly Johnson
Curious what college graduates wish they’d known before they borrowed money for school? So were we, which is why we reached out to various bloggers with student loan debt to find…
READ MORE11 Financial Advisors Share Their Worst Investing Blunders
Check out this amazing article in Forbes: Financial Advisors Share Their Worst Investing Blunders
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TAXES
TAXES In a non-tax deferred account , when you buy individual stocks, you pay no capital gains tax until you sell your shares. Not so with a mutual fund. …
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TURNOVER
The turnover rate in a fund is not necessarily a bad thing, but as mentioned, it does increase your tax bill if the fund is selling stocks with…
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Mutual Fund Fees
MANAGEMENT FEE Some mutual funds are loaded with fees, which is not necessarily a bad thing. If the fund is making you a return that you’re happy with, then high…
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Mistakes In Selecting Mutual Funds
MUTUAL FUNDS A GREAT INVESTMENT, BUT…. Mutual funds are a seemingly great investment. They allow any investor to buy a portfolio of stocks and bonds without having knowledge of…
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Investment Philosophy
Three Principles of Investment Philosophy The world of investing seems to get more and more difficult. There is confusion among strategies, debates about types of management and what…
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7 Ways To Avoid An Audit
AVOID AN AUDIT We all dread the “letter” from the IRS, your heart sinks and you just stare at it without opening it. I have had to…
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