Index funds

From new rules for 529 plans to the best- and worst-performing funds of the past 10 years, here are the tax stories that have resonated the most with financial advisors.

More art than science, financial advisors can face difficulty in determining what constitutes a "substantially identical" security.

Tax-loss harvesting can eke out some extra percentage points of return — if you don't try to time the market and miss a rebound.

Leaning into the technique and the technology that enables it at scale can differentiate a practice while driving better clients outcomes.

A young New Yorker has invested in both American and international index funds. How much should he put into each?

A new Morningstar report says that tax benefits outstrip the appeal of creating and owning a bespoke basket of stocks.

The fund giant's move comes as asset managers face increasing political and social pressure over their stances on environmental, social and governance issues.

A new paper finds that baskets of single stocks are a better bet for minimizing capital gains taxes.

Despite a down 2022, these funds were the best over the last decade.

The strategy, which allows investors to cherry-pick stocks in a benchmark instead of owning a fund that tracks a specific gauge like the S&P 500, will have $825 billion in assets come 2026, Cerulli says.