David Hoffman
Higher federal taxes, coupled with a rising stock market, threaten to hit U.S. fund shareholders particularly hard.
Higher federal taxes, coupled with a rising stock market, threaten to hit U.S. fund shareholders particularly hard.
Language used to describe how target date funds operate is “vague and confusing,” according to Luis A. Aguilar, a member of the Securities and Exchange Commission.
Alternative minimum tax your friend? Maybe -- at least when it comes to locking in lower tax rates when converting to a Roth individual retirement account
With economic uncertainty still lingering, many Americans plan to use their tax refunds in a fiscally conservative manner, according to a study released last week by Bankrate Inc.
Investors who are seeking yield in a low-return environment are finding pockets of opportunities in the peculiar world of closed-end mutual funds.
Of those taxpayers who are getting money back, 30% said they intend to pay down debt, 28% say they will save or invest, and 26% anticipate spending their refund on food or utility bills.
U.S. equity mutual funds and exchange-traded funds posted a seventh straight week of inflows — their longest winning run since a nine-week stretch that ended in the forth quarter of 2004 — according to data released today by EPFR Global, an industry data provider.
The Securities and Exchange Commission is looking at a rule that would make it more difficult for asset…
Financial advisers with clients in California are increasingly recommending a cutback in exposure to the Golden State's tax-exempt bonds.
