Despite concerns about Puerto Rico and higher rates, municipal-bond funds have continued their run in 2016.
Investor returns shed light on the implications of chasing performance or selling at the wrong time.
Fidelity’s municipal-bond funds are worthy of note.
Completed returns can yield clues to help you maximize your take-home investment returns.
We serve up some solid ideas for taxable accounts among muni funds, tech stocks, MLPs, and core broad market ETFs.
These stocks, mutual funds, and exchange-traded funds would be worthy core options for buy-and-hold investors.
Use tax time to review your investment-related taxes, deductions, and contributions.
Ideas for complementing a portfolio skewed toward one fund company.
A firm’s mutual funds tend to share characteristics. Here’s how to diversify a portfolio laden with one family’s offerings.
Is now an opportune time to add exposure to these hard-hit asset classes?