Tag Archives: mutual funds

Mutual Fund Selection with A Fiduciary ~ “Ask the Pro” Broadcast

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Bond Investing with a Fiduciary ~ “Ask the Pro” Radio Broadcast

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How To Understand Capital Gains & Losses On Your Taxes and What To Do With Them After…..

There are two types of income, both required to be reported on your income tax return. Come “tax time” these are better known as ordinary income and capital gains. Ordinary income includes dividends and interest you receive. Capital gains are … Continue reading

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ANNUITIES

Why Annuities are the “Wizard of Oz” of Investments In these times of low-interest rates, many investors are tempted by purported “guaranteed” rates of return offered on some annuity products.  As annuities can be the “Wizard of Oz” of investments—“Look … Continue reading

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DALBAR Review

The Hidden Cost of “Do-it-Yourself” Investing Tom Batterman, JD, CTFA The magazine headline blares, “TOP 10 MUTUAL FUNDS.” The television ad shouts about the new cell phone application or computer program you can use to manage your investments and trading. … Continue reading

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