Tag Archive for: mutual funds

Interest Rates Are Finally Rising. Are You Ready?

As interest rates increase, bond values inside funds will fall, and depending on the characteristics of the fund may decline more than the cash income, resulting in permanent capital losses. CLICK ON THE HEADLINE FOR MORE

5 Year-End Tax Tips To Maximize Your Refund In 2016

Although your 2015 return may be the furthest thing from your mind, one of the best ways to maximize your refund is to be proactive about your tax planning before the year comes to a close. For advice on steps to take right now to save money in 2016, CLICK ON THE HEADLINE