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Jeff Davis

Three Ways to Lower Investment Related Taxes

Three Ways to Lower Investment Related Taxes

In investing, it is only what you keep that counts. A 2010 study by Lipper, Inc. showed that owners of mutual funds in taxable accounts gave up an average of 0.98 to 2.08 percent in annual return to taxes over the last 10 years. Given that inflation adjusted...
The Full Cost of Mutual Funds

The Full Cost of Mutual Funds

It is no big secret that actively managed mutual funds generally have high fees which can be crippling to long term results. Net expense ratios have become widely circulated information and are the basis for many investment decisions. This is as it should...
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