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Investment Outlook: Trick-or-Treat Markets


The fall is traditionally a time for celebration–time to celebrate the harvest by going pumpkin- and apple-picking, as well as getting ready for the big holidays ahead. It is also a time with some spooky…

When to Watch out for a Fund’s Holiday Bonus

Bow On Dollar Bills

Capital gains are usually a good thing: As investors, our goal is to earn a fair return on our money. However, capital gains distributions from mutual funds and exchange-traded funds (ETFs) also create a potential…

Emerging Market Stocks: Down but not out

Emerging-market (EM) stocks have been an outlier so far in 2013 among stock asset classes: They’ve posted disappointing losses for investors, while other asset classes, such as U.S. Large Cap Stocks and Frontier Markets, have…

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