- What Every Stock Investor Needs to Know About Taxes. Tritch, Teresa // Fortune;12/20/1999, Vol. 140 Issue 12, p147
Offers advice on tax issues for stock market investors in the United States, focusing on how to cut one's taxes. General information for investors; Advice for holders of individual stocks; Advice for holders of mutual funds.
- Stat bank. // Journal of Financial Planning;Apr97, Vol. 10 Issue 2, p14
Presents statistics that relate to personal finance and investments in the United States. Includes percentage of voters who own stocks or mutual funds; Percentage of mutual fund investors with Internet access who have checked a mutual fund Web site; Number of stocks that accounted for 28...
- Investors pay the price for the gains in some funds. Jaffe, Charles A. // New Orleans CityBusiness (1994 to 2008);03/22/99, Vol. 19 Issue 38, p24
Deals with taxation issues related to mutual funds for investors in the United States. Amount of money lost in the form of taxes due on dividends; Capital gain dole-outs of the funds; Background on mutual funds and taxes; Tax-efficiency of index funds; Turnover ratio.
- FUNDS. Vujovich, Dian // Entrepreneur;Nov2000, Vol. 28 Issue 11, p42
Presents information on how investors in the United States should handle the annual taxation of their mutual funds. Forms of distributions that lead to tax payments; Advantages of tax-managed funds and small-capitalization stocks from other funds. INSET: AT A GLANCE.
- Equity Funds Reap Benefits of War Victory. Burke, Kevin // Money Management Executive;5/26/2003, Vol. 11 Issue 21, p1
Reports on the increase in equity mutual fund inflows in the U.S. in April 2003. Factors that contributed to the increase; Amount of money added by investors to equity funds; Net inflows of U.S. diversified equity funds.
- How many funds should you own? // Consumer Reports Money Adviser;Mar2008, Vol. 5 Issue 3, p8
The article offers a look at how many mutual funds that an investor in the U.S. may need for a diversified portfolio. It states that as an investor adds stocks to his portfolio, each addition brings less overall diversity to his investment portfolio. It analyzes nine sets of funds and compares...
- Capitalism for the Multitude. Samuelson, Robert J. // Newsweek;11/15/1999, Vol. 134 Issue 20, p51
Considers the potential implications of the growing number of Americans who invest in either stocks or mutual funds. Figures in 1999 compared to those in 1983 indicating possibly the highest levels ever; Pros and cons of such high levels; The reminder that capitalism is not without risk.
- Watch your step overseas. // Dow Theory Forecasts;2/3/2014, Vol. 70 Issue 5, p1
The article offers the author's view regarding the need of investors to be cautious when investing stocks in the emerging markets in overseas. According to the author, the emerging markets have taken a beating in 2014 due to reasons such as political turmoil, inflation, and high debt levels. The...
- Still the star of the game? Halverson, Guy // Christian Science Monitor;5/17/99, Vol. 91 Issue 119, p11
Reports that American investors are moving away from mutual funds and toward individual stock. Reasons, including profit; Dominance of mutual funds in the United States; Example of George Gregg and his wife Gini; Problems he is facing with his main fund company; Gains in his funds; Plans to...