The Best Performing Mutual Funds in Each Category and How to Find Them

When putting together an investment portfolio, whether for yourself or on behalf of a client, finding “best of breed” mutual funds is a worthwhile and pivotal exercise. As the universe of mutual funds continues to expand, better performing funds with optimized strategies and lower fees are always emerging. So how can advisors and investors find … Continued

3 Best Practices for Building Tax Efficient Portfolios

It’s often said that only two things are certain in this world: death, and taxes. Every year, tax day rolls around and investors, advisors, and fund managers alike search for ways to conduct more tax efficient investing. While some fund managers offer mutual funds or Exchange Traded Funds (ETFs) that are created with tax efficiency … Continued

How To Avoid Distributions and Build Tax Efficient Portfolios

At the end of every calendar year, many mutual fund managers distribute capital gains to shareholders, delivering tax implications that are equally painful for advisors and their clients. As an advisor, you’re tasked not only with helping your clients manage their investments, but also managing the tax implications of gains and losses from those investments. … Continued