Capital Gain Distributions in a Down Year
…share, and you’d receive $1 per share in cash (or in new fund shares if you’ve elected to have dividends reinvested). The combined value of the $19 share plus the…
…share, and you’d receive $1 per share in cash (or in new fund shares if you’ve elected to have dividends reinvested). The combined value of the $19 share plus the…
Is it just me, or has there been even more than the usual volume of news lately? Russia’s barbaric attacks and Ukraine’s brave resistance have rightfully taken center stage. But…
…inflation in 46% of all rolling 12-month periods. This has meant the “real return” after inflation has been negative nearly half the time. While that isn’t always felt in the…
…the game with comprehensive planning and preparation. This is also true of markets and investing. While investors can’t control how the market will perform tomorrow, next month, or next year,…
…low to a year in which applicable rates are higher. In addition, as an unfunded company liability, deferred compensation can be risky. If your company files for bankruptcy before your…
…far back as 2005, Robert Rodriguez bemoaned the “investment foolishness” in the market, noted the “financial strains” at Fannie Mae, Freddie Mac and identified problems in the real estate market.[1]…
…bends over to scoop up the found money, the index investor says, ‘Don’t bother. If that were a real $20 bill, someone would have picked it up already.’” What is…
…does not provide the inherent return stream (like interest income and/or cash flow) which makes core asset classes such as stocks, bonds and real estate attractive for long-term investment. Returns…
…each devoted to stocks.[1] As the example above illustrates, investors who do this leave a lot on the table. ________________________________________ [1] Carnahan, Ira. “Location, Location, Location.” Forbes. November 15, 2004…
…winning record).”[1] Despite this research, many investors still try to pick winners. Some will even succeed. For the few who do, the real question is was it due to luck…
In today’s low-yield environment, dividend-paying stocks have become a popular choice. But are income investors really better off with this coupon-clipping alternative? To address this question, we compared two $100,000…
Think identifying the next Apple or Microsoft is difficult? Try being a diversified investor—now that’s really tough. Diversified portfolios are simply those comprised of numerous asset classes, the individual results…