Monthly Archives: March 2013

http://apps.finra.org/fundanalyzer/1/fa.aspx http://www.finra.org/Investors/ToolsCalculators/index.htm http://www.sec.gov/answers/mffees.htm Mutual Fund Fees and Expenses As with any business, running a mutual fund involves costs. For example, there are costs incurred in connection with particular investor transactions, such as investor purchases, exchanges, and redemptions. There are also … Continue reading →

http://www.fundadvice.com/articles/investing-basics/why-we-still-dont-favor-commodities.html By Dennis Tilley Director of Alternative Investments Do commodities have a rightful place in a broadly diversified portfolio? The obvious answer seems to be yes, they do. However, after a lot of careful study and thought we have concluded … Continue reading →

http://www.ehow.com/list_7342384_tax-money-market-fund-sale.html A money market fund sale has no tax consequences. A money market fund is a special breed of mutual fund. Due to its special structure, purchases and sales of money market fund shares generate no tax liability. However, you … Continue reading →

http://www.ehow.com/about_7529089_exchange-do-still-pay-taxes.html Exchanges between mutual funds can have significant tax ramifications in some cases. Failure to take the rules for how these transactions are taxed into account can lead to a nasty surprise come tax time. Knowing which funds you can … Continue reading →

http://www.mint.com/blog/investing/tax-rules-for-selling-mutual-funds/ Tax Rules for Selling Mutual Funds You might be wondering, “Goodness — mutual funds buy and sell shares of stock each day. Do I have to account for each of these transactions?” The answer is no, you don’t. But … Continue reading →