by Kristine McKinley | Apr 27, 2007 | Investing, Personal Finance
Vanguard has eliminated several account related fees and replaced them with a single account service fee, effective April 26, 2007. Here’s a summary of the changes: The following annual $10 account-related fees have been eliminated: The custodial fee on...
by Kristine McKinley | Dec 28, 2017 | Taxes
Many people will no longer be able to itemize under the new Tax Cuts and Jobs Act, which means that charitable donations won’t be as valuable from a tax perspective. Here are some ways to maximize your charitable giving and still receive some tax benefit: 1....
by Kristine McKinley | Feb 11, 2016 | Investing, Personal Finance
“Don’t panic.” “Don’t sell at the bottom.” “Don’t try to time the market.” You’re used to being told what you shouldn’t do when the market is falling. Today I’d like to talk about the right...
by Kristine McKinley | Dec 1, 2008 | Taxes
Despite widespread stock market losses in 2008, several mutual fund companies have announced that they will make capital gain distributions to shareholders in mid-December. This is a double whammy to investors because shareholders who hold mutual funds in taxable...
by Kristine McKinley | Sep 17, 2006 | Investing, Personal Finance
Exchange traded funds (ETFs) are gaining in popularity, but are they right for you? ETFs are similar to index funds, but they trade like a stock, meaning they can be bought and sold throughout the day instead of just once a day. Advantages: Low cost – ETFs have...
