Financial Planning News
Wed, 20 Feb 2013
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Morningstar's Tim Strauts details the complicated tax treatment of MLPs, commodities, and other nontraditional assets, and offers several ETF and ETN picks along with another to avoid.
January asset flows revealed heavy buying activity of open - end equity funds for the first time in several years, but it's too soon to call it a trend, says Morningstar's Michael Rawson.
Transitioning from mutual funds to ETFs for their low costs and tax efficiency is tempting, but some of these advantages may be exaggerated, says Vanguard's Joel Dickson.
Roundtable Report: Experts dig into the ETF versus index fund debate, active and passive strategies, fixed-income benchmarks, factor investing, and much more.
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