KIM: Be wary of mutual funds’ capital gains distributions
If you sell your mutual fund shares at a profit, you’ll owe capital gains taxes on the difference between your purchase price (or cost basis) and the sale price.
If you sell your mutual fund shares at a profit, you’ll owe capital gains taxes on the difference between your purchase price (or cost basis) and the sale price.
there are just too many funds, and underperforming funds continue to exist as inattentive or apathetic investors let their money linger.
There is little agreement on how to make management financially accountable for its actions and decisions.
Speaking in front of newly minted IPO multimillionaires, Buffett’s killjoy speech threw cold water on the long-term outlook for investors.
It’s hard to believe, but Sept. 11, 2016, marks the 15th anniversary of the terrorist attacks. While the memories are painful, we must never forget.
When the next financial crisis hits, investors could find access to their cash in money funds temporarily restricted.
If it seems like these ginormous jackpots are becoming more frequent, you’re right.
Making an anxiety-based change today because of your political beliefs is more likely to be harmful than letting this partisan storm pass us by.
Giant consumer brand companies have relied too heavily on cost-cutting to deliver earnings. Their failure to innovate means they have to acquire upstart businesses that are gaining traction with consumers.
Gaining control of your financial life is one of the most important and difficult things you need to accomplish.
The complexity that is being brought to bear in the realm of alternative investing these days is mind-boggling.
When you’re watching the Dow plunge hundreds of points in a matter of minutes, it’s easy to believe you’re staring into the abyss.
The common thread with multi-alternative mutual funds is that their fees are high and the performance has been outright terrible.
Since developers know foreign investors’ principal motivation under EB-5 is migration, not return on investment, they view EB-5 as a source of extremely cheap financing.
History suggests the greatest opportunity is when ominous storm clouds are everywhere and the biggest risk is when there is nothing but blue sky on the horizon.
American business has navigated plenty of turmoil and produced attractive results for investors.
There’s no statutory definition of illegal insider trading, so the law has been developed on a piecemeal basis by the courts, with the definition alternately expanding and contracting.
Originally developed as the record-keeping technology behind the digital currency bitcoin, blockchain’s open-ledger system is predicted to transform finance and many other industries.
With both presidential candidates predicting doom if the other is elected, it’s useful to take a cool, analytical look at how stocks have performed in past presidential/congressional elections.
Policymakers might have to resort to other means to stimulate a stalling economy. One of the more radical ideas is the concept of “helicopter money.”