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2009 Mutual Fund Tax Info

A fact of life is that if you make money, you pay taxes. Unfortunately, with mutual funds, you may not make money and still be forced to pay taxes. Learn more about cap gain distributions and how to plan ahead in order to minimize the tax impact.

Be Armed with Cap Gains Knowledge

Lee's Mutual Funds Blog

10 New Year’s Resolutions

Sunday December 27, 2009

Yes, it's hard to believe it's that time to start thinking about New Year's resolutions. If you are like me, your New Year's resolutions don't change much from year to year. It's the same old resolutions that I keep for a few weeks and then forget about. But this year will be different, right?

I have perused the About.com Business and Finance channel for topics and articles that mutual fund investors might consider as a New Year's resolution. So, here is my list of 10 New Year's resolutions for mutual fund investors accompanied by articles from the About.com Business and Finance Guides:

10 New Year's Resolutions for Mutual Fund Investors


Funds that Make You Go, “Huh?”

Sunday December 20, 2009

The Congressional Effect Fund? Yes. You read it correctly. There is a mutual fund called the Congressional Effect Fund.

When I first came across this fund, I said to myself, "Huh?" Is there really a fund that is in or out of the market based on whether Congress is in session or not. Yes. There most certainly is.

I'm not here to recommend or promote particular mutual funds or other investments, but over the past few weeks I have seen a few funds that follow interesting (or, maybe, entertaining) investment strategies. I'll let someone else decide if they are worthy investments.

In the meantime, read more about the Congressional Effect Fund. I'll highlight several more of these funds over the next couple of months.

Year-End Tax Tips

Tuesday December 15, 2009

While a mutual funds site (like this one) is about building wealth, developing a grasp of the tax code can help preserve some of the wealth that you accumulate. I suggest you take a look at the About.com Tax Planning site.

Whether you are a professional tax preparer or you file your own taxes, William Perez, the Guide to Tax Planning at About.com, can help you. His latest piece on year-end tax tips is a must read.

Madoff vs. US Equities

Sunday December 13, 2009

I read an interesting blog the other day that included a post comparing a hypothetical investment  with Madoff to an investment in large cap US stocks. 

The post was making the point that you could have invested up to $500,000 with Madoff 10 years ago, lost all of your money, received a settlement from SIPC for $500,000 and been better off than if you had invested in US large cap stocks -- and would have endured less stress along the way.

I couldn't quite get the moral of the story, or maybe I fundamentally disagree with making rearview mirror assumptions.  Maybe if I try to find the next Ponzi scheme, then I will do better than buying US stocks? Well, because the large cap US stocks performed poorly for the last 10 years, doesn't mean that investors did not earn a reasonable rate of return on their investments  (think international equities, bonds).

I think I will continue to invest in a diversified mix of equities (US, international, etc.) and bonds (municipals, TIPS, etc.) and forgo the search of the next big Ponzi scheme -- for  a host of reasons.

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