Buying’s Easy. Selling Your Bond Fund Isn’t.

MAILBAG—Should you wait until the end of the month to sell your bond fund?

Nov 26, 2024 | 8 min read

Politics, Policies, and Portfolio Decisions

MAILBAG — Investing in a politically-charged environment.

Nov 19, 2024 | 5 min read

What you need to know to navigate 2024’s year-end cap gain distributions.

Nov 12, 2024 | 17 min read

Do dividend growers still deserve a place in our Portfolios?

Nov 5, 2024 | 9 min read

I’m expecting an average capital gains distribution season this year.

Oct 29, 2024 | 14 min read

You can reduce your tax hit during distribution season with a bit of planning.

Oct 22, 2024 | 6 min read