Keep in mind that these funds invest in the global wind sector and contain companies with both onshore and offshore exposure. Whether you invest in turbine manufacturers, farm developers or other companies involved in the U.S. offshore wind supply chain, it seems like the winds of fortune co...
This could be as simple as a sentence on a piece of paper or a note on your phone that says something to the effect of: “My investing plan for my long-term goal of retirement is to invest 70% of my portfolio in stocks and 30% in bonds, and to hold this allocation until I’m ...
Also, when equities are held in taxable accounts, they should be tax managed. I'm not aware of any balanced funds or TDFs that tax manage the equity portion (which makes sense since the fund doesn't know in which location it will be held). Finally, bonds held in taxable accounts shoul...
If you invest in mutual funds, you’ll have to pay taxes based on the actions the fund managers take on your behalf. If the fund realizes capital gains, you will pay those taxes. The cost can add up quickly if you’ve invested in an actively managed fund that makes lots of transaction...
An easy way to invest in municipal bonds is to buy shares in a municipal bond fund. It’s important to compare your potential rate of return from a nontaxable investment with the amount you could earn in a taxable investment. Tax-free investments generally have lower returns. Another example...
Trading StrategiesMarketsRates and BondsOpinionBond FundsBonds By Peter Tchir TheStreet Daily Newsletter Sign up today for our free newsletter and you'll receive an exclusive report explaining hedge fund guru Doug Kass' winning investment style....
The ETF will invest in either all or a representative sample of the securities included in the index it is seeking to imitate. Like closed-end funds, an ETF can be traded on a secondary market and thus have a market price that may be higher or ...
When most people think of interest rates, Treasury bond yields or the federal funds rate usually are the first things to come to mind. Treasuries are assumed to be risk-free, but corporate bonds are not. If corporations default at a less-frequent rate than expected, then you get to keep ...
Many of the benefits that arise from municipal investment decisions or plan changes will be capitalised in property values. For example, a municipal decision to invest in the city’s parks will create significant benefits for municipal residents in that they can use the parks for rest and recreat...