Mutual Funds

A Tax Upon Your Gains

It’s mutual funds distribution season. Many mutual funds will be calculating up their profits and distributing the capital gains to shareholders over the next two months. What many shareholders don’t understand, however, is that mutual fund capital gains tax is their responsibility, not the fund’s. How can you help your clients avoid tax surprises when…

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The Yield Curve Conundrum

When the yield curve inverted briefly on the morning of Aug. 14, 2019, it set off chatter that a recession might be lurking on the distant horizon. Economic experts began popping up on newscasts everywhere. Headlines screamed statistics about the relationship between an inverted yield curve and recessions. Although it lasted only 2 hours and…

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Avoid Surprises Related to Mutual Fund Distributions

Like individual stocks, investors are required to pay on gains realized from mutual fund holdings. However, the process of identifying mutual fund gains and calculating how much is owed on those gains is much less straightforward than the process for individual stocks. Understanding the types of mutual fund distributions, how they are taxed, and the…

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