The beat goes on for the second longest bull market in history. For the eighth consecutive quarter, the S&P 500 Index notched a positive return. Small U.S.
Tax loss harvesting
When you check your mutual fund investment returns, do you believe their performance figures?
If the fund says it rose 10% for the year, for instance, do you automatically assume that your portfolio enjoyed the same boost? Actually, you shouldn’t.
Many times the figures won’t match because of taxes. With the exception of retirement accounts, your actual returns will usually be lower due to the tax drag.