Exchange Traded Funds – Page 5

Your Investment Lost Money Last Year. So Why the Big Tax Bill?

When you invest and where matters for taxes. But a few rules of thumb can stave off some nasty surprises, our columnist says.

By Jeff Sommer

Exchange Traded Funds Federal Budget (US) Government Bonds Interest Rates Jones, Kathy A (Financial Executive) Mutual Funds Stocks and Bonds

After a Terrible Year for Bonds, the Outlook Is Better

October capped their worst 12-month period ever, and the economy is under pressure. Yet the fundamental math of bond returns bodes well for 2023, our columnist says.

By Jeff Sommer

Capital Gains Tax Derivatives (Financial Instruments) Exchange Traded Funds Government Bonds Mutual Funds Personal Finances Securities and Exchange Commission

New E.T.F.s Turn the Funds’ Virtue of Low Risk on Its Head

Using a variety of means to bet on the direction of a single stock, they add a layer of complexity that worries some investment professionals.

By Brian J. OConnor

Content Type: Service Corporate Social Responsibility Exchange Traded Funds Mutual Funds Standard & Poor's 500-Stock Index Stocks and Bonds

Investing for Your Values, but Betting on Growth

Socially conscious funds often hold lots of growth stocks, especially tech shares. That’s been painful this year, as the stock market has favored value stocks like energy and industrial companies.

By Tim Gray