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Financial Advisor June 2006 Matt Hougan |
Death And Taxes? Capital gains distributions. Dividend taxes. 1099s. The very words send a shiver down the spine of prudent investors. What's an advisor to do? Well for starters, you should take a close look at exchange-traded funds (ETFs).  |
The Motley Fool December 23, 2010 Dan Caplinger |
Don't Panic About These ETF Drops If you've seen a big drop in your ETF portfolio value and don't know why, take a look and see if any of the ETFs you own have declared distributions lately.  |
The Motley Fool December 2, 2011 Dan Caplinger |
A Big Surprise for Investors This Year ETFs are supposed to be tax-efficient, but sometimes they fall short.  |
The Motley Fool October 16, 2006 Zoe Van Schyndel |
Tax-Efficient Investing Strategies Don't get so carried away in the quest to avoid paying taxes that you skip good returns solely for a reduced tax bill. It may seem attractive to eliminate taxes altogether, but for most investors, taxes are inevitable. Manage them wisely.  |
The Motley Fool April 24, 2007 Dan Caplinger |
High Fund Taxes? Be Happy! A rundown on the hows and whys of taxes on distributions.  |
The Motley Fool October 6, 2010 Dan Caplinger |
A Tax Cut Everyone Can Agree on Taxing mutual fund and ETF capital gain distributions has never made sense.  |
The Motley Fool April 21, 2005 |
Don't Buy the Dividend! There's a bad time to buy into mutual funds.  |
The Motley Fool November 5, 2007 Selena Maranjian |
Back Away From That Mutual Fund If you buy a mutual fund just before its capital gains tax distribution, you'll face taxes on an investment you didn't own for very long -- and in many cases, one you never owned.  |
Registered Rep. January 2, 2014 Stan Luxenberg |
The Case for Mutual Funds Proponents of ETFs often argue that traditional mutual funds are obsolete -- black-and-white TVs in an age of streaming video. But the advantages of the ETF structure are limited, and they are eroded by the costs of trading.  |
The Motley Fool November 22, 2011 Amanda Tyler |
Don't Make This Year-End Investing Mistake If you have one or more taxable accounts, you need to consider the tax ramifications of the various movements of your funds throughout the year.  |
The Motley Fool April 28, 2005 |
Your 60-Second ETF Education When you need a little something for your portfolio, consider an exchange-traded mutual fund (ETF).  |
The Motley Fool December 3, 2008 Dan Caplinger |
The Year-End Mistake You Don't Want to Make If you prefer to use mutual funds rather than individual stocks to invest, there's one expensive tax mistake that you'll want to be sure to avoid.  |
The Motley Fool October 21, 2009 Dan Caplinger |
This Great News Has Been a Long Time Coming Ordinarily, the end of the year is a dangerous time for mutual fund investors. This year, though, most fund shareholders will enjoy something they haven't seen in a while: freedom from capital gains taxes.  |
The Motley Fool April 25, 2007 Dan Caplinger |
An ETF Strategy To Save You Money A favorite mutual fund might have a matching ETF -- with lower expenses.  |
The Motley Fool June 17, 2010 Nathan Alderman |
What the Fool Is an ETF? What is an ETF? An ETF, short for "exchange-traded fund," is a mutual-fund-like basket of investments that trades like a stock. Though a few ETFs are actively managed, most simply track some sort of index. ETFs have five main benefits.  |
The Motley Fool October 29, 2008 Dan Caplinger |
Are You Missing Out on Big Gains? Exchange-traded funds have shown their colors during the financial crisis. The current panic has made the advantages that ETFs have quite clear.  |
The Motley Fool January 14, 2011 Dan Caplinger |
Are ETFs Really More Tax-Efficient? Many hail the benefits of ETFs, but some regular mutual funds do just as well.  |
The Motley Fool May 11, 2009 Dan Caplinger |
Don't Buy This New Investment Wait to see how active ETFs do before you jump in.  |
Registered Rep. December 1, 2005 Stan Luxenberg |
Some Mutual Funds Win in Tax Game It's true, on average, that exchange-traded funds and separate accounts have tax advantages over mutual funds. But advisors shouldn't dismiss mutual funds too quickly.  |
The Motley Fool January 31, 2011 Dan Caplinger |
ETFs You Just Don't Need Active ETFs are coming, but why buy?  |
The Motley Fool January 14, 2010 |
6 Things Investors Should Know About Taxes Minimize the amount you have to pay on different types of investments.  |
The Motley Fool April 12, 2010 Dan Caplinger |
Are These Investments Worth the Tax Hassle? Certain ETFs can bring big hassles.  |
The Motley Fool October 29, 2007 Dan Caplinger |
Fund Nightmare on Wall Street Most mutual fund investors have smiled at their quarterly statements for years now. But new villains, scarier than any costume-clad Halloween tricksters, are coming soon to a mutual fund near you: Uncle Sam and the IRS.  |
The Motley Fool August 24, 2006 Dan Caplinger |
Relieve Your Tax Burden: Part 2 Tax-favored accounts like Roth IRAs, qualified retirement plans, and 529 plans present some useful options to investors. Here's a guide to the quirks of less aggressive investment accounts.  |
The Motley Fool August 14, 2009 Dan Caplinger |
Investors Deserve This Tardy Tax Break It's better late than never for relief on mutual fund capital gains taxes.  |
The Motley Fool January 31, 2007 Dan Caplinger |
Don't Jump the Gun Those tax statements you're about to get might be wrong. When it comes to tax forms and doing your taxes, it pays not to jump the gun.  |
BusinessWeek April 1, 2010 |
ETFs: Why Boring Isn't Bad The choices for exchange-traded funds are now more interesting. But one ETF expert recommends sticking with broadly diversified funds with low costs.  |
The Motley Fool June 3, 2005 Roy Lewis |
Tax Rules for Selling Mutual Funds What do you do when it's time to sell?  |
The Motley Fool September 26, 2011 Dan Caplinger |
Bring Your Investing Into the 21st Century If you haven't tried out ETFs in your portfolio, it's time to give them another try. For many investors, ETFs can make it easier to create the perfect mix of investments for any set of goals.  |
Financial Advisor June 2008 Marla Brill |
The New ETF Frontier This spring, after over seven years of SEC evaluation and paper shuffling, a handful of actively managed ETFs finally debuted.  |
The Motley Fool December 3, 2004 Josie Raney |
Funds Prep to Play Santa It may be high shopping season, but December is often the cruelest month when buying funds.  |
BusinessWeek December 4, 2006 Lauren Young |
Taking Stock Of Taxes Fund investors, beware of capital gains  |
The Motley Fool February 18, 2011 Dan Caplinger |
Big Losers From the ETF Revolution ETFs don't make everyone a winner.  |
The Motley Fool April 28, 2009 Dan Caplinger |
The Best Method for Simple Investing Depending on how you invest, making the right choice between ETFs and index mutual funds will give you exactly the portfolio you want.  |
The Motley Fool January 2, 2004 Roy Lewis |
Dividends vs. Salary for Businesses C- and S-type corporations can save taxes, depending on how they classify compensation.  |
The Motley Fool August 12, 2010 Mac Greer |
2 ETFs for Deflation, 2 for Gold An interview with ETF Database analyst Michael Johnston.  |
The Motley Fool November 16, 2006 Selena Maranjian |
The Best ETF for 2007: iShares Dow Jones Select Dividend Wondering what exactly is in the iShares Dow Jones Select Dividend Index? Wonder no more. It invests in the 100 (or so) highest-yielding companies in the Dow Jones U.S. Total Market Index.  |
Financial Advisor March 2004 Marla Brill |
Filling The Tax-Favored Dividend Void Investors seem to covet higher dividends and lower taxes. Forty-three percent of respondents to a recent survey of 600 individuals conducted by American Century Investments said they are more likely to buy stocks that pay dividends qualifying for the new tax rate.  |
The Motley Fool January 9, 2009 Dan Caplinger |
How Bear-Market ETFs Punished Investors As much bear-market ETF shareholders may appreciate finding gains when nearly everything else lost value last year, they may get a nasty surprise in the coming weeks as brokers release tax information.  |
Financial Advisor August 2008 Roy Diliberto |
Some Taxes May Not Be Inevitable Reducing the tax disadvantages of investing in mutual funds.  |
The Motley Fool August 26, 2004 Dayana Yochim |
Is Wall Street Getting Lazy? Is your money manager getting lazy? Count the number of exchange-traded funds in your portfolio for a litmus test.  |
Financial Advisor December 2011 Marla Brill |
Still Ahead ETF assets have more than quadrupled since 2004, but mutual funds are still favored by advisors.  |
BusinessWeek March 1, 2004 Lauren Young |
ETFs: What The Buzz Is About In the wake of the mutual fund scandal, more exchange-traded funds are finding their way into individual investors' portfolios  |
The Motley Fool January 5, 2010 Dan Caplinger |
Don't Let This Destroy Your Financial Future How to lessen the tax man's sting.  |
The Motley Fool June 22, 2010 Dan Caplinger |
Why Mutual Funds Are Here to Stay The death of funds is greatly exaggerated.  |
The Motley Fool October 8, 2009 Dan Caplinger |
These Stocks Will Help You Beat the IRS Stay aware of taxes, and you'll keep more of your money.  |
The Motley Fool May 20, 2010 Dan Caplinger |
ETF Buyers: Read This or Lose Money Make sure you're getting what you're paying for.  |
The Motley Fool September 25, 2009 Dan Caplinger |
Don't Miss Out on This Dividend Gold Mine Reap the rewards of broadening your horizons with stocks, foreign and domestic and funds.  |
Financial Advisor December 2005 Jim Wiandt |
Taxing Questions Are ETFs really more tax efficient than mutual funds? Financial advisors, take note.  |
The Motley Fool February 5, 2008 Selena Maranjian |
Beware of ETFs Closing When exchange-traded funds close, as 11 ETFs reportedly did recently, that's not a good thing. How can be confident that the one you choose won't?  |