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On Wall Street June 1, 2011 Tom Roseen	Performance Drags: A Curse To Wealth Accumulation Loads, expenses and taxes can have a significant impact on fund returns over the long haul.
On Wall Street July 1, 2012 Tom Roseen	The Tax Drag Dilemma We have shown that, despite significant tax-loss carryforwards being incurred by equity funds over the last several years, tax drag is in many cases at least as harmful to wealth creation as is expense drag; and often more harmful.
Financial Advisor September 2006 Marla Brill	Back In The Spotlight Tax-sensitive funds are gaining new interest from investors.
Financial Planning June 1, 2009 Donald Jay Korn	Loss Leaders Should tax-loss carryforwards be considered when deciding whether to acquire or retain a mutual fund in a taxable account?
Financial Advisor August 2008 Roy Diliberto	Some Taxes May Not Be Inevitable Reducing the tax disadvantages of investing in mutual funds.
The Motley Fool October 16, 2006 Zoe Van Schyndel	Tax-Efficient Investing Strategies Don't get so carried away in the quest to avoid paying taxes that you skip good returns solely for a reduced tax bill. It may seem attractive to eliminate taxes altogether, but for most investors, taxes are inevitable. Manage them wisely.
The Motley Fool October 29, 2007 Dan Caplinger	Fund Nightmare on Wall Street Most mutual fund investors have smiled at their quarterly statements for years now. But new villains, scarier than any costume-clad Halloween tricksters, are coming soon to a mutual fund near you: Uncle Sam and the IRS.
Financial Advisor August 2008 Ken Ziesenheim	The Real Thing Investment returns need to be evaluated after taxes, expenses and inflation -- but few do that.
The Motley Fool November 22, 2011 Amanda Tyler	Don't Make This Year-End Investing Mistake If you have one or more taxable accounts, you need to consider the tax ramifications of the various movements of your funds throughout the year.
The Motley Fool September 6, 2006 Dan Caplinger	Fend Off Fund Fees Here are tips on how to avoid unnecessary mutual fund fees and keep the money for yourself.
The Motley Fool October 21, 2009 Dan Caplinger	This Great News Has Been a Long Time Coming Ordinarily, the end of the year is a dangerous time for mutual fund investors. This year, though, most fund shareholders will enjoy something they haven't seen in a while: freedom from capital gains taxes.
The Motley Fool August 21, 2007 Nathan Alderman	4 Keys to Easier Investing Mystified by mutual funds? Here's what to look for. Once you know these four key elements to seek out when judging a fund, you'll be ready to start your own search to build your perfect fund portfolio.
The Motley Fool September 6, 2006 Dan Caplinger	Fend Off Fund Fees: Part 2 Here are more tips to save cash by avoiding unnecessary mutual fund fees.
Financial Planning June 1, 2007 David E. Adler	Seeking Tax Alpha Advisors can't control the performance of the investments they choose for their clients, but they do have some control over the taxes those investments will generate. A few smart asset-location decisions will increase a portfolio's real return.
FDIC FYI May 19, 2004	Effects of Interest Rates on Money Market Mutual Funds The prolonged low interest rate environment has pressured returns on money market mutual funds (MMMFs). Although low rates are a boon to borrowers, the opposite, of course, is true for savers.
The Motley Fool October 15, 2007 Dan Caplinger	Put $174,000 Back in Your Pocket You're paying too much for mutual funds. When it comes to investing, every dollar counts. Yet too many investors are throwing money away unnecessarily.
The Motley Fool June 3, 2005 Roy Lewis	Tax Rules for Selling Mutual Funds What do you do when it's time to sell?
The Motley Fool May 29, 2009 Dan Caplinger	You Don't Need This in Your Portfolio Tax-efficient funds are a thing of the past.
Financial Advisor June 2006 Bruce W. Fraser	Sleeping Giants Companies and investors are waking up to dividends -- but will it last?
Salon.com June 13, 2000 Steve Bodow	The great mutual fund rip-off Millions sink money into them, but do you really know what your fund manager is up to?
Financial Advisor June 2006 Matt Hougan	Death And Taxes? Capital gains distributions. Dividend taxes. 1099s. The very words send a shiver down the spine of prudent investors. What's an advisor to do? Well for starters, you should take a close look at exchange-traded funds (ETFs).
Investment Advisor January 2006 Robert Breshock	The Tax Advisor: The Case for Loss Harvesting Tax loss harvesting is still underutilized by separate account managers. When evaluating managers for tax management or loss harvesting prowess, financial planners should look for managers who have made it a central part of their process.
The Motley Fool January 14, 2010	6 Things Investors Should Know About Taxes Minimize the amount you have to pay on different types of investments.
BusinessWeek December 13, 2004 Adrienne Carter	Their Losses, Your Gains Funds hit hard by the tech bust are back -- with tax holidays for investors.
The Motley Fool August 14, 2009 Dan Caplinger	Investors Deserve This Tardy Tax Break It's better late than never for relief on mutual fund capital gains taxes.
The Motley Fool January 15, 2010	Mutual Funds and Your Taxes How to account for what you buy and sell during the year.
Commercial Investment Real Estate Jul/Aug 2006 Richard S. Lehman	Inbound Investments U.S. commercial real estate professionals should become familiar with the tax benefits available to inbound international real estate investors.
Registered Rep. October 1, 2005 Kevin McKinley	Spend The Money and Have It, Too Here are ways to save your retiring middle-net-worth clients thousands more in after-tax income right now, plus save their families many times that amount in estate taxes.
The Motley Fool December 16, 2009 Selena Maranjian	'Tis the Season for Stupid Fund Purchases Want to buy into a new mutual fund? Wait until next month. As long as you keep fund distributions in mind before you buy, you'll save yourself a surprise bill from the IRS.
The Motley Fool April 21, 2005	Don't Buy the Dividend! There's a bad time to buy into mutual funds.
The Motley Fool October 27, 2006 Dan Caplinger	ETFs Can Be Taxing Watch out for tax pitfalls when investing in exchange-traded funds.
Registered Rep. March 14, 2013 Kevin McKinley	Deductible Me Help clients understand how to get all the tax deductions they are entitled to, including home, health and education, and possibly even the fees they pay to you.
The Motley Fool December 2, 2011 Dan Caplinger	A Big Surprise for Investors This Year ETFs are supposed to be tax-efficient, but sometimes they fall short.
The Motley Fool April 19, 2004 Selena Maranjian	Mutual Fund Fees Explained Ignore a fund's fees and your net worth may suffer.
The Motley Fool October 6, 2010 Dan Caplinger	A Tax Cut Everyone Can Agree on Taxing mutual fund and ETF capital gain distributions has never made sense.
BusinessWeek November 10, 2003 Jeffrey M. Laderman	Mutual Funds: What To Do Now Wondering how to cope with the growing scandal? Here are some answers.
The Motley Fool March 18, 2004	Picking the Best Mutual Fund Past performance is what other investors earned. Current expenses are what you'll pay.
AskMen.com Luis Rodrigues	Mutual funds With interest rates remaining as low as they are, more and more people are looking towards the stock market to earn a higher return on their money investing.
Entrepreneur January 2004 Joan Szabo	What's Your Type? Buying business real estate? The legal entity you choose could make a big difference in your tax bill.
The Motley Fool April 24, 2007 Dan Caplinger	High Fund Taxes? Be Happy! A rundown on the hows and whys of taxes on distributions.
On Wall Street September 1, 2010 Chertavian & Pruitt	Gaining From Your Losses Without Inflicting Costs Loss harvesting cab be an important tool which enables advisors to add to a client's after-tax returns.
Registered Rep. January 1, 2007 Stan Luxenberg	Dodging the Taxman The rising market produced a gusher of trading profits in many funds, but the clients wind up paying the taxes. To avoid tax complaints next year, financial advisors should consider the after-tax returns their funds will generate.
Financial Advisor November 2008 Ken Ziesenheim	The Probability Of Real, Real Returns Financial advisors should be evaluating clients' investment returns after taxes, expenses, and inflation to get a real picture of what their portfolios have earned.
The Motley Fool December 3, 2008 Dan Caplinger	The Year-End Mistake You Don't Want to Make If you prefer to use mutual funds rather than individual stocks to invest, there's one expensive tax mistake that you'll want to be sure to avoid.
The Motley Fool July 5, 2006 Dan Caplinger	Staying Ahead of the Tax Curve Good tax planning starts well before the year ends. Dealing with your taxes is a big challenge. Like many things, however, if you stay on top of your taxes with some pre-planning, it's a lot easier to keep them under control.
Financial Planning June 1, 2011 David E. Adler	Costly Harvest Investing with full knowledge of tax consequences is critical for portfolio performance, and tax-loss harvesting is one of the most useful tools in an advisor's toolbox. But has the tactic been over-hyped?
Registered Rep. January 1, 2007 Kevin McKinley	Immediate Annuities Equal Tax Rewards Thanks to a quirk in the tax code, using an immediate annuity may give your clients both higher income and lower taxes -- catapulting the after-tax return on an immediate annuity well beyond what is offered by other conservative fixed-income investments.
Financial Planning February 1, 2006 John Nersesian	Hatching a Nest Egg As the baby boomers approach retirement, financial planners will have to shift their focus from accumulation to distribution. Here's what matters.
The Motley Fool December 4, 2006 Dan Caplinger	10 Trillion Reasons to Invest Mutual funds keep raking in the money.
Financial Planning May 1, 2005 Julian Block	The Retirement Tax Here's how to calculate the tab for those who receive Social Security benefits-and for those who pay them.