Did You Receive a Significant Tax Refund this Year?
According to the IRS, the average tax refund this year [...]
Self-Employed Tax Problems and Opportunities
If you are self-employed, or are operating a side business [...]
Asset Allocation and Rebalancing
Asset allocation is your target mix of stocks, bonds, and [...]
Taking Stock of Gains and Losses
By now you should have received your stockbroker's Form 1099-B. [...]
Refinancing Your Home Mortgage
If you refinanced, or are considering refinancing, your home mortgage [...]
Mutual Fund Expenses
A study of 17,000 stock mutual fund share classes by [...]
Year End Tax Planning
Significance of tax planning Tax planning will often result in [...]
Impact of Taxes on Mutual Fund Investment Returns
Based upon a study conducted by Lipper, Inc., owners of [...]
Taxable Accounts vs Tax-Deferred Accounts
The new tax rates raise questions as to how your [...]
Index Mutual Funds vs. Exchanged Traded Funds (ETFs)
Mutual funds are priced once per day after the markets [...]