MUTUAL FUNDS SNARE THE PUBLIC IN A HIDDEN TAX TRAP!

D. One among many ways you lose money in non-indexed mutual funds is the tax trap. You may have to pay taxes even when your mutual fund loses money! To many people this is painfully unexpected. Here is how this counter intuitive event occurs. By law, mutual funds do not pay taxes. [...]

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MUTUAL FUNDS SNARE THE PUBLIC IN A HIDDEN TAX TRAP!

D. One among many ways you lose money in non-indexed mutual funds is the tax trap. You may have to pay taxes even when your mutual fund loses money! To many people this is painfully unexpected. Here is how this counter intuitive event occurs. By law, mutual funds do not pay taxes. [...]

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Mutual Funds and Their Risks

Investing in mutual funds is a relatively safe way of growing your net worth, but such investments are not entirely free of risks. Before you pick on any particular mutual fund for investment you should watch out for a few things.
Performance
The first thing you should look for is whether the mutual fund [...]

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No Load Mutual Funds or Exchange Traded Funds (ETFs)?

No Load Mutual Funds or Exchange Traded Funds (ETFs)?
&nbspby: Ulli G. Niemann

If you are fed up with early redemption charges and ever increasing mutual fund management fees on top of bad-performing fund managers, read on. There is a quiet revolution going on in the no-load mutual fund industry and you, the individual investor, may benefit [...]

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Introduction to Money Market Mutual Funds

Since money market instruments such as Treasury bills (T-bills) and certificates of deposit (CDs) require initial investments that only the wealthiest of investors can undertake, individual retail investors interested in the money market are limited to money market mutual funds, which don’t require initial outlays of tens (or even hundreds) of thousands of dollars. That [...]

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Accountability? Mutual Funds Must Come Clean

the SEC should deal directly with fund managers’ conflicts of interest by requiring funds to disclose the fees they earn from companies in which they invest and highlight the votes they cast in support of the management of those companies The most powerful mutual fund companies in the country have banded together and mounted [...]

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Mutual Funds vs Stocks, What’s Your Investment?

With so many options out there for the individual investor, it is sometimes difficult to determine which investments are right for you. The key to having a long-term, stable and profitable portfolio is to diversify your investments. For many investors the process of diversification includes investing in both mutual funds and stocks. The best course [...]

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Introduction to Mutual Funds

If you know absolutely anything about investing, then you have probably heard of mutual funds. Once an obscure investment vehicle, they are now popular with almost all investors. If you ask your average investor whether they have any of their investment dollars allocated to a fund, they will likely answer yes. There are literally trillions [...]

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How to Evaluate Load vs. No Load Mutual Funds

How to Evaluate Load vs. No Load Mutual Funds
 by: Ulli G. Niemann

If you have been dealing with mutual funds for any length of time, you undoubtedly have faced the question of which is better: Load Funds or No Load Funds. If you are new to investing, “load” simply refers to the commission paid to the [...]

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Exchange Traded Funds: 7 Reasons They Beat Most Mutual Funds

Theres been a lot of recent talk in the financial press about exchange traded funds, or ETFs. Some of you may already be familiar with them, but my guess is for most individual investors, the term exchange traded fund is just another bunch of financial gibberish vaguely familiar but completely meaningless. Well, to artlessly [...]

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