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The Flood of Money Into Passive ETFs, Mutual Funds Has Slowed

Lifetime returns are mostly about investor behavior. Save while you are working, invest in stocks of great companies and don't sell in a panic or buy at the top.     “Passive investment is now growth-tilted, momentum chasing, biased toward popular-weighted...

Finally! The Skinny on Capital Gains Tax

Imagine you are buying a purse for your wife for Christmas. The purse is on sale for $250 down from $800. What a bargain! But all of a sudden, the salesperson tells you to pay tax on the original price. You might think to yourself, “WTF?! I thought I was getting a...

Mutual Fund Capital Gains: The Potential Rain on Your Retirement Parade

Just because it’s finally April doesn’t mean you’ll get caught in the rain. But if you still have your money in mutual funds, you need to put this on your radar: A tax downpour caused by distributed mutual fund capital gains.     Capital Gains and the Mutual Fund...

5 Facts about Mutual Funds Monmouth County Investors Must Know

The winter freeze has just begun to thaw, so you’re probably not in the mood for spring cleaning. But when you do decide to bust out the duster, don’t forget to drag it over your mutual fund prospectus. It’s always worth another perusal to make sure you’re still on...

Capital Gains Distributions: The Gift That Just Keeps Taking

  Have you made your Christmas list yet? Sometimes it’s more fun to be surprised during the holidays. But not when it comes to capital gains distributions. The Gift That Just Keeps Taking For mutual fund investors across the U.S., capital gains distributions are...

Capital Gains Distributions: Another Mutual Fund Secret, Magnified

  If you’ve been reading my blog, you’ve probably learned by now that mutual funds have hidden fees. But that’s hardly their only dirty little secret. Mutual fund managers not only bury fees within your prospectus’s fine print, but they also make it difficult for...

Make More Money for Retirement by Avoiding the Pitfalls of Mutual Funds

This is the final post of a four-post series about my new white paper, “Stop Wasting Your Money in Mutual Funds,” which exposes how hidden mutual fund fees are costing investors like you millions of dollars. To receive your free copy, click here. Americans spend hours...

Separately Managed Accounts: The Keys to Your Wall Street Prison Cell

“All investments – including those in IRA, 401(k), and brokerage accounts – have fees.” I normally ignore pithy quotations highlighted on financial websites, but this one from FeeX caught my eye. It had stolen the words right out of my mouth, without even giving me...

Even the Best Mutual Funds Can’t Save the World

You might be paying big bucks to your broker for selling you the world’s supposedly best mutual funds. But if your advisor or broker is, like most, mired in an obsolete personal financial system, you can kiss much of your retirement savings goodbye. Even the best...

Avoid the Tax Pitfalls of Mutual Funds – Keep It Separate, Stupid!

This is the third post of a four-post series about my new white paper, “Stop Wasting Your Money in Mutual Funds,” which exposes how hidden mutual fund fees are costing investors like you millions of dollars. To receive your free copy, click here and enter your email...