Investing 101
A collection of 22 posts
Can Active Funds Clear the Tax Hurdle?
Index funds have become most investors’ default investment option for at least a couple of good reasons, including low tax exposure. But that doesn’t mean you should abandon active funds—some managers have delivered index-fund-beating returns even after taxes are accounted for.
Avoiding Tax Bombs
Ignore a fund's turnover if you're trying to avoid a large capital gains distribution.
Muni Bonds 101
There’s more to municipal bonds than just tax-free income. Before analyzing Vanguard’s tax-exempt bond funds—which are among the best around—let’s discuss the municipal bond market basics.
Give Bonds Time | Bonds 101
Yes, rising interest rates knocked the stuffing out of bonds last year. But, if given time, bonds will recover. More than that, today's higher interest rates are a good thing for bond investors. It's inflation the fixed-income investor should fear.
Bond Funds Own Bonds | Bonds 101
Have you ever wondered whether it's better to buy your own bonds or to invest in a bond mutual fund? Are you unsure whether you should be buying a taxable and a tax-free bond fund? This week, I'll help you answer those questions.
Trade-Offs in Action | Bonds 101
“Jeff, how do you balance the trade-offs when allocating to bonds in your own account and in the Model Portfolios?” I saw many versions of that question come in from subscribers after I shared the latest installment of the Bonds 101 series, Balancing Trade-Offs. So, before moving on to some