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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Investing When Your Time Horizon Is Short
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
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
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
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.