Financial services firms frequently develop new investment strategies and bring them to market. The latest financial inventions include alternative indexing, fundamental indexing, and smart beta, to name a few. Many sponsors of funds and ETFs based on these strategies make … Read more
April 15 is approaching, and once you’ve sorted through your W-2s and 1099s to complete your tax return, take a close look at the income section on your Form 1040. How much investment income did you report? A lot?
If … Read more