Investing Insights
October 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...
Read moreSeptember 23, 2021
A Closer Look at Closed-End Funds
Investors are hunting for any signs of yield in today’s low-yield environment, and that’s led some investors into the world of closed-end funds, which...
Read moreSeptember 16, 2021
Where Investors are Putting Their Cash Now
What to do with cash continues to be a big question for investors, given rock bottom interest rates. So we asked investors to share what they were doi...
Read moreAugust 17, 2021
Tax-Smart Inherited IRA Distribution Strategies
Mark's dad was a diligent, longtime investor, and when he passed away in late 2020, Mark inherited his dad's substantial IRA. Mark enjoy...
Read moreAugust 11, 2021
How to Invest Your Inheritance
“My dad was good with money, so when I inherited his PG&E stock back in the 1980s, I figured it was probably a good investment, and I kept it,” Jo...
Read more