Category Archives: General

Understanding Cryptocurrency

A Guide to the Risk and Opportunity of Digital Money What is cryptocurrency? In late 2009, the financial world was revolutionized with the invention of Bitcoin, the first successful cryptocurrency. […]

Is an ETF better than a Mutual Fund?

Exchange Traded Funds (ETFs) hold an advantage over mutual funds. ETFs are similar in that shareholders of both will pay any tax due on the income, dividends and short-term capital gains […]

How are mutual funds taxed?

Whenever a mutual fund company passes earnings and other payouts to shareholders, they are known as a distribution.  The tax treatment of these distributions varies depending on the type of […]