Many investors assume that least traded funds are the best in terms of taxes. But this…
Tag: imreport
As the U.S. Gets Older, Some ETFs Bet on Aging in Place
Many thematic funds are focused on companies that help senior citizens who want to stay in…
The Case Against Frequent Rebalancing of Portfolios
Investors are constantly told to rebalance at regular times. But the figures tell a different story.
How to Tell if Your Financial Adviser Is Doing a Good Job
These five questions will help determine whether you are getting what you pay for.
What Types of Bonds Deliver the Best Returns?
We look at the performance of all types of fixed income securities over the past 50…
The Pros and Cons of Family Limited Partnerships
With property-tax exemptions set to increase in 2026, FLPs are back in vogue. But there are…
Tax-Loss Harvesting Comes With Hidden Risks
Investors Crushed by Volatile Markets in 2022 Use Tax-Loss Harvesting to Boost Returns. But there are…
When Is It Time to Retire? Readers (and I) Want to Know
In the Farewell column, Glenn Rafenuch reflects on how you know you’re ready to walk away,…
Donor-Advised Funds: Questions to Ask Yourself Amid a Turbulent Stock Market
Journal Report: Monthly Investments US-stock funds showed life in October By William Power Nov 6, 2022…