Saturday, December 14, 2013

WSJ: Holiday Gifts for the Money-Minded

Wednesday, December 11, 2013

Sales of WSJ Guide Continue to Soar...

By SIMON CONSTABLE

Sales of the WSJ Guide to the 50 Economic Indicators that Really Matter have now surpassed 70,000 worldwide including editions in Japanese, Korean and Chinese as well as the original English.










Thursday, December 5, 2013

WSJ: Mandela Obituary

By SIMON CONSTABLE



Nelson Mandela
CC BY 2.0, via Wikimedia Commons

WSJ: Year-End Distributions Hold Dangers for Fund Investors

By SIMON CONSTABLE

Congratulations, you've made it through another year! Well, almost. For mutual-fund investors, there is at least one more thing that could trip you up: ignoring the so-called date of record for the capital-gains distributions that many funds pay near year-end. Failure to pay attention may mean you get taxed for profits you didn't actually participate in.

With stocks, you decide when to take your capital gain or loss when you sell. But funds must distribute substantially all of the net realized gains in their portfolios to investors each year, explains Brian Peer, co-portfolio manager at Novato, Calif.-based Hennessy Funds. See original story here.