Mutual Funds – Page 4

Stock Market Returns Are Deceptively High

While stocks, bonds and money market funds have generated positive returns for the year, a quirk in the calendar is creating deceptively strong performances.

By Jeff Sommer

Content Type: Service Mutual Funds Personal Finances S & P Dow Jones Indices Standard & Poor's 500-Stock Index Stocks and Bonds

Most Funds Couldn’t Beat the Stock Market in 2022, Despite Advantages

In 2022, conditions were heavily in stock pickers’ favor, but most trailed the market. This year looks worse, our columnist says.

By Jeff Sommer

Capital Gains Tax Content Type: Service Exchange Traded Funds Mutual Funds Pensions and Retirement Plans Personal Finances Stocks and Bonds Tax Shelters

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

Content Type: Service Inflation (Economics) Interest Rates Mutual Funds Standard & Poor's 500-Stock Index Stocks and Bonds

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.

By Jeff Sommer

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