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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Advisory services are offered for a fee by Personal Capital Advisors Corporation, a wholly owned subsidiary of Personal Capital Corporation. Personal Capital Advisors Corporation is a registered investment advisor with the Securities and Exchange Commission (“SEC”). SEC registration does not imply a certain level of skill or training. Investing involves risk. Past performance is not a guarantee or indicative of future returns. The value of your investment will fluctuate, and you may gain or lose money. All charts, figures, and graphs are for illustrative purposes only. Read Full Disclosures »

Invest with logic.

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About UsOur AdvisorsOur BlogPressCareersSecurityAffiliates

Sign up for free tools.

  • See all your money, all in one place.
  • Stay on track with our Retirement Planner.
  • Get up to date with our Investment Checkup.
8 to 64 characters
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Used to verify devices for security purposes and to contact you about your account.

By signing up, you agree to our Terms of Use and Privacy Policy. You also elect to receive updates, newsletters, and offers from Personal Capital. This site is protected by reCAPTCHA, and Google’s Privacy Policy and Terms of Service apply.

Invest with logic.

Plan with heart.

Apple App StoreGoogle Play Store

Help

SupportFAQsContact UsSitemap

Legal

Terms of UsePrivacy PolicyForm ADV Part 1Form ADV Part 2

Advisory services are offered for a fee by Personal Capital Advisors Corporation, a wholly owned subsidiary of Personal Capital Corporation. Personal Capital Advisors Corporation is a registered investment advisor with the Securities and Exchange Commission (“SEC”). SEC registration does not imply a certain level of skill or training. Investing involves risk. Past performance is not a guarantee or indicative of future returns. The value of your investment will fluctuate, and you may gain or lose money. All charts, figures, and graphs are for illustrative purposes only. Read Full Disclosures »

Invest with logic.

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