Investing Insights
December 17, 2021
6 Tax-Smart Approaches to Year-End Charitable Giving
Our wealth management clients are generous people who want to use their wealth to help make the world a better place, so charitable giving is often an...
Read moreDecember 11, 2021
FundX Wins 2021 IMEA STAR Award
We were honored to win a 2021 Investment Management Education Alliance (IMEA) STAR Award for investor newsletter. IMEA is a longtime ch...
Read moreNovember 18, 2021
6 FAQs about Required Minimum Distributions (RMDs)
Required minimum distributions (RMDs) are back in 2021 after a hiatus in 2020. What are the rules for RMDs in 2021? Should you take your RMD...
Read moreNovember 8, 2021
Guide to 2021 Year-End Mutual Fund & ETF Distributions
Managing year-end mutual fund distributions is one way to try to reduce your investment taxes. Remember that if you invest in a taxable accou...
Read moreOctober 18, 2021
Can You Predict Which Funds Will Make Big 2021 Distributions?
“I’m avoiding a fund because it made a big distribution of capital gains last year,” an investor told us. He owns funds in a taxable account, whic...
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