When you invest and where matters for taxes. But a few rules of thumb can stave off some nasty surprises, our columnist says.
Category: Mutual Funds
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Your Investment Lost Money Last Year. So Why the Big Tax Bill?
The New York Times – Business: -
Investing When Your Time Horizon Is Short
The New York Times – Business:Cut back on stock and bond holdings, and focus on money market funds, C.D.s, Treasury bills and other options that are now offering high yields, our columnist says.
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After a Terrible Year for Bonds, the Outlook Is Better
The New York Times – Business: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.
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Actively Managed Mutual Funds Consistently Fail to Beat Markets, Study Finds
The New York Times – Business:No actively managed stock or bond funds outperformed the market convincingly and regularly over the last five years. Index funds have generally been better.
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New E.T.F.s Turn the Funds’ Virtue of Low Risk on Its Head
The New York Times – Business: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.