Oct 2, 2018 | The Wall Street Journal
The Wall Street Journal, September 20th, 2018 – Facebook, Twitter, and Google are exiting the tech sector of the S&P 500, a shift that promises to make Friday a busy trading day as 23 companies valued at a combined $2.7 trillion are reclassified. The...
Nov 9, 2017 | The Wall Street Journal
The Wall Street Journal, November 8th 2017 – Mutual-fund investors who have enjoyed the stock market’s surge this year should be prepared for hefty capital-gains payouts from some funds and potentially big tax bills.
Nov 6, 2017 | The Wall Street Journal
The Wall Street Journal, November 5th 2017 – Actively managed funds can be remarkably different from a tax standpoint. Because funds must pay out substantially all realized net capital gains, they may make big distributions late in the year, handling an...
