Be Aware of Capital Gain Distributions

By |2020-12-11T15:07:58+00:00December 11th, 2020|Categories: Investment Planning, Single Point of View, Tax Planning|Tags: , |

Do you own mutual funds in a taxable investment account? If so, you should be aware of year-end Capital Gain Distributions. December (year-end planning season!) truly is the most wonderful time of the year (for nerdy financial planners.) Bottom line (if you don't want to watch the video): you should compare tax cost of holding [...]

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Stock-picking Mutual Funds die hard… for now

By |2018-03-16T03:30:10+00:00June 16th, 2017|Categories: Single Point of View|Tags: , , |

The ability of traditional Mutual Fund stock-pickers to deliver out-performance has been decaying for 2 decades. A recent WSJ editorial by renowned finance scholar Burton Malkiel sites the most recent stats published by Standard-&-Poor's and they are absolutely ugly. •“More than 90% of active US managers under-performed their benchmark indexes over a 15-year period.”  •“Over 85% [...]

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