Monthly Archives: December 2014

Mutual fund owners to get BIG tax hit‏!

Posted on December 30, 2014 by Admin

Many of you who have mutual funds in a brokerage (taxable) account are about to get a nasty surprise – a big 1099 which will result in your having to pay taxes. In mid December many mutual funds “paid out” taxable gains to shareholders (this does NOT apply to IRA’s, 401(k)’s and other tax-deferred accounts). You didn’t get a check – but you DID get a taxable distribution. And you may even get a tax bill on “gains” — even if your fund lost money in 2014. … Continue reading

Posted in Regular Blog | Tagged , | Comments Off on Mutual fund owners to get BIG tax hit‏!

Is the market really at all time highs?

Posted on December 10, 2014 by Admin

If you have a portfolio, you might find this message and the accompanying chart (SEE BELOW to view) interesting. Yes, the S&P 500 has made a number of new all-time highs in recent weeks and has earned 11.27% year to date (YTD) But most folks don’t invest ONLY in the S&P 500. They also invest in various types of bonds, small US stocks, international stocks, commodities (gold, oil, etc.) and so on for a diversified portfolio. I’ve attached an image YTD comparison of various index returns … Continue reading

Posted in Regular Blog | Tagged , | Comments Off on Is the market really at all time highs?