A Focus on Tax Efficiency Pays Off

Building a tax-efficient portfolio should be a priority for every investor. Although the decisions made to create a tax-efficient portfolio are small, they always pay off with larger gains in the long term. Inefficient portfolios not only drag on returns, they also can result in a higher tax bill. As an investor who is focusing… [Continue]

The Basics of Share Classes

As an investor you may be looking to grow your portfolio through mutual funds, but do you know how a fund’s share class will impact the cost of your investment? With about 7,600 mutual funds available, some with 15 or more share classes to select from, the information abundance can be overwhelming. To simplify things,… [Continue]