Most investors who hold mutual funds in a taxable account pay too much in taxes and therefore receive less net return on their investment.  There are a few simple rules for minimizing taxes on mutual funds. Read More...

This time of year I often receive calls from clients asking why they received a 1099-R or 1099-DIV.  Today, I'll clear up some common confusion and provide a few answers about why you received a 1099 and what to do with it. Read More...

If you're like me, it seems you've  just begun 2012 and need to take a brief moment to get caught up on what has already happened in this not-so-new year.  Here's a recap of posts and articles to get you up to speed on mutual funds, the market and economies of the world. Read More...

Put simply, the economy is slow and the Federal Reserve is out of ammunition to stimulate growth.  This is why the Fed announced an extension this week of its Zero Interest Rate Policy (ZIRP) through the year 2014.  What does this mean? Read More...