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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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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