Fund Distributions: Naughty or Nice?
‘Tis the season for year-end mutual fund distributions. A quick review of how these work can help those who keep a close eye on their stockings from being caught by surprise.
‘Tis the season for year-end mutual fund distributions. A quick review of how these work can help those who keep a close eye on their stockings from being caught by surprise.
Identity theft remains among the top scams consumers report to the Federal Trade Commission. Here are six options to enhance the security of your personal information.
Financial pundits are busy offering promises of how next Tuesday’s Presidential election will impact markets. The truth is, no one knows exactly how the result will affect portfolios. Fortunately, long-term investors shouldn’t be too worried.
If we declared September 30th the end of 2016, the return of a typical Vista portfolio (65% stocks, 35% bonds) would be close to its long-term average of 8.8%. An average year may not sound like news until you realize how rarely it has occurred historically.
It’s often thought the vacation home, unlimited free time or travel in retirement will satisfy our heart’s desire. The momentary satisfaction we feel, however, often doesn’t translate into lasting happiness. We get used to the good life, and that happiness is too often short lived.