Learn to evaluate investment managers with the up-market capture ratio, a key tool assessing performance against an index when markets rise. Master its calculation now.

Capital gains tax is a tax on profits from asset sales. Long-term capital gains tax rates are 0%, 15% or 20%. Short-term rates equal ordinary income tax rates.

Mutual fund feeds and expenses are charges that may be incurred by investors who hold mutual funds. Running a mutual fund involves costs, including shareholder transaction costs, investment advisory ...

I’m 64 now, and I’ll turn 65 and go on Medicare in 2026. I had big capital gains in 2024, and I know I’m going to end up paying more for my monthly premiums because my income will be high for that ...

I am 61 years old and have never taken any loan. However, now I am thinking of opting for a Rs 15-25 lakh vehicle loan to ...

SWP offers an easy and convenient means of having regular income without hassle of breaking fixed deposits or tapping savings ...

Capital Gains Tax (CGT) is the tax paid on the profit you make when you sell an asset for more than you originally paid for it. In South Africa, CGT applies to individuals, companies, and trusts and ...

Good morning. I’m Globe financial columnist Larry Edelman, writer of the Trendlines business newsletter. (You can sign up here.) Today, I look at one way to chip away at the frozen housing market: ...

It was the announcement that practically everyone on Wall Street anticipated. On Wednesday, Sep. 17, the Federal Reserve cut the benchmark interest rate by 25 basis ...

When advisors make changes to a client's portfolio, they can inadvertently trigger a tax event and it’s a common occurrence according to Erik Preus, group head of investment solutions at Envestnet.

Capital gains tax, which applies to many investment transactions, is an important component of the investment landscape, affecting millions of investors. From stocks and bonds to real estate and ...

Selling a second home can come with an unexpected tax burden. It doesn't matter if it's an inherited ramshackle cabin, a luxury vacation retreat, or even a rental investment, the IRS treats the sale ...