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Will We See Less Giving This Holiday Season


The holiday season is typically a time of giving for many individuals. In addition to planning what to give relatives, close friends, and colleagues, people may be deciding how much to donate to their favorite…

Five Year-End Tax-Cutting Strategies

New Year's 2014

As we hurtle down the path toward the end of the year, it’s smart to stop and consider what personal year-end planning you can do before the ball drops in Times Square. There has been…

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…

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