Category Archives: Money

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 →

http://www.rowanmagazine.com/departments/alumniadvisor/archive/taxes/ How to avoid double-paying your mutual fund taxes by Ric Edelman ’80 or all the advantages offered by mutual funds, taxation is certainly not one of them. In fact, it’s the biggest headache associated with owning them. Mutual funds … Continue reading →

Although morningstar gives it a Gold rating, I was disappointed to discover (see p. 14 of 2012 annual report) that the # of stocks comprising the fund is only 45. Comapre it to 424 stocks that comprise S&P Precious Metals … Continue reading →

http://www.google.com/hostednews/ap/article/ALeqM5i8tPvfZyYtcWYptkEZnnYiycjoTg?docId=4e0257ef527747e99ce3f23271ba55cd Tips on disputing errors on your credit report By By ALEX VEIGA, AP Business Writer – 44 minutes ago Disputing credit report errors can be complicated and frustratingly slow. But it is also a necessary task for Americans who … Continue reading →

Ideally we want a policy with variable payoff: payoff = where, P = payoff you want if you die today T = an appropriate length of time (not necessarily the term of the insurance; see the example of 20yr policy … Continue reading →