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    • Mutual Funds

    Articles address compounding frequency, purchase methods, tax implications, and advisor compensation for mutual fund investments.
    Finance

    How Do Financial Advisors Get Paid On Mutual Funds

    by TEirtza Suggs | 27 November 2023
    How Do Financial Advisors Get Paid On Mutual Funds Financial advisors get paid on mutual funds through three main methods: fund-paid commissions (including upfront sales charges and ongoing 12b-1 fees),...
    Finance

    How To Avoid Capital Gains Tax On Mutual Funds

    by Freda Pack | 27 November 2023
    To legally avoid capital gains tax on mutual funds, the most effective approach is to hold them inside tax-advantaged accounts like IRAs or 401(k)s, where distributions are not currently taxable....
    Finance

    What Is A Blended Fund Investment?

    by Morena Kerby | 17 October 2023
    A blended fund investment is an equity mutual fund that holds both growth and value stocks in a single portfolio, without including bonds or other fixed-income securities. This mix aims...