Mutual Funds and ETFs are very similar in some regards, and different in others. The purpose of this article is not to discuss the technical nuisances that distinguish the two investment vehicles. That topic would likely bore you to tears and is not very useful for most individual investors! … [Read more...]
Mutual Funds vs. ETFs: What’s the difference?
What Is Tax Loss Harvesting?
Author: Brent Lemieux CFA® CPA We all know that investing in the market is not for the faint of heart. The market often behaves like a manic depressive, changing its mood from one day to the next. This can be scary when things get ugly and the market tanks. It’s usually best to stay the course in … [Read more...]
How to Save Tax On Investments
Author: Brent Lemieux CFA® CPA I’d like to state the obvious: taxes are a bummer. They aren’t fun to pay. They aren’t very interesting to learn about. It generally feels better if we just don’t think about them. However, if we ignore taxes when making investment decisions, there’s a strong … [Read more...]