Year-end is always hectic but it’s well worth taking the time to consider a few investment moves that could have positive tax ramifications.
Mutual Funds
In Fund Selection Is It Wise to Reach for the Stars?
Submitted by Bernhardt Wealth Management on August 15th, 2010How often have you seen headlines on personal finance magazines touting Five Star Mutual Funds? You may figure that list generated by Morningstar constitutes great shopping ground. In fact many professional financial advisors begin their analysis by evaluating those five-star funds.
