City Different Investments

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from the City Different Investments team.

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The Risk is Mutual: Mutual Funds in a Rising Rate Environment

The Risk is Mutual: Mutual Funds in a Rising Rate Environment

I saw this headline on Bloomberg today: "I Put Faith in These Guys: Vanguard Clients Decry Tax Debacle." It got me thinking about the risks embedded in fixed income mutual funds — especially municipal bond funds — during a rising rate environment.

May 9, 2022

I saw this headline on Bloomberg today: "I Put Faith in These Guys: Vanguard Clients Decry Tax Debacle." It got me thinking about the risks embedded

Continue Reading
The Problem With Mutual Fund Capital Gains, And What To Do About It

The Problem With Mutual Fund Capital Gains, And What To Do About It

2021 tax bills are due in just a few days, and we’re hearing some uncomfortable groans from mutual fund investors. Here’s why: A combination of strong market gains and high trading activity led to record capital gains distributions, and that means historic capital gains taxes. Below, we’ll explain the relationship between mutual fund performance...

Apr 13, 2022

2021 tax bills are due in just a few days, and we’re hearing some uncomfortable groans from mutual fund investors. Here’s why: A combination of

Continue Reading

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Posts about

Taxes

The Risk is Mutual: Mutual Funds in a Rising Rate Environment

The Risk is Mutual: Mutual Funds in a Rising Rate Environment

I saw this headline on Bloomberg today: "I Put Faith in These Guys: Vanguard Clients Decry Tax Debacle." It got me thinking about the risks embedded in fixed income mutual funds — especially municipal bond funds — during a rising rate environment.

May 9, 2022 Written by: Chris Ryon

I saw this headline on Bloomberg today: "I Put Faith in These Guys: Vanguard Clients Decry Tax Debacle." It got me thinking about the risks embedded

Continue Reading
The Problem With Mutual Fund Capital Gains, And What To Do About It

The Problem With Mutual Fund Capital Gains, And What To Do About It

2021 tax bills are due in just a few days, and we’re hearing some uncomfortable groans from mutual fund investors. Here’s why: A combination of strong market gains and high trading activity led to record capital gains distributions, and that means historic capital gains taxes. Below, we’ll explain the relationship between mutual fund performance...

Apr 13, 2022 Written by: City Different Investments

2021 tax bills are due in just a few days, and we’re hearing some uncomfortable groans from mutual fund investors. Here’s why: A combination of

Continue Reading

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