Category Archives: Asset Management

Year-End Tax Planning Tip #1

Over the next two months, mutual fund companies will be paying out year-end distributions in the form of capital gains to shareholders. While this may sound like something great that you wouldn’t want to miss out on, it’s not really what you might think. Capital gains distributions that a fund pays out to shareholders is…
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Michigan Pulls $600 Million From Ken Fisher After Lewd Remarks

I wanted to post this article about Ken Fisher because I know first hand how aggressively he markets his company to retired investors. I’m not one to ever try to disparage my competition in any way. But I think everyone should know the true nature of this organization that is constantly running ads on TV,…
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