If tax efficiency is a top priority, there are quite a few ways to shield more of your investment gains from Uncle Sam. Asset location should come first. Americans have access to several ...

NAPLES, Fla., Oct. 13, 2025 /PRNewswire/ -- Equable Shares, an asset management firm focused on hedged equity solutions, today announced the successful tax-free conversion of the hedged equity mutual ...

*Reflects expenses for the Fund’s fiscal year end and is subject to change. Fund expenses may fluctuate with market volatility. A substantial reduction in Fund assets (since its most recently ...

The investment seeks as high a level of current income exempt from federal income tax and from Minnesota state personal income taxes as is consistent with preservation of capital. Under normal ...

In the third quarter of 2025 (Q3), new issuance of municipal (muni) bonds exceeded the average seen in the past few years, driven by a 34% year-over-year surge in July issuance. Over the quarter, ...

Selling mutual funds? Choose the right cost basis method to manage taxes efficiently and maximize your gains. Explore ...

If you own mutual funds, year-end payouts can trigger a surprise tax bill — even when you haven't sold the underlying investment. But some lawmakers want to change that. Sen. John Cornyn, R-Texas, ...