Posts Tagged ‘distribution’

With the recent stock market volatility, I am sure a lot of us are having second thought about the stock market. Some may even ask, “Should I get out of the stock market?” The answer is it depends. Personally, I am holding steady and continuing to invest for the long-term. I [...]

This question came to me when I was reading The Dough Roller’s post about why do mutual funds close to new investors. Part of the post read:
“…taxes for existing investors went up after a fund closed. Why? Because there was no longer an influx of new investors to share the tax burden.”

Photo via Wikipedia, [...]

I’ve been investing since 1996. In the process, I have learned a lot, mainly from trial and error. I’d like to share my experience with you. Here are some of the mistakes I’ve made:

Not investing soon enough — I have been working part-time since my first year at college in 1991. If I had known [...]

I just got hammered by a mutual fund double whammy. Since I bought my SSgA Tuckerman Active REIT (SSREX), it lost nearly 6%, then the fund distributed $2.9418 per share last Friday. The end result? The fund is now down almost 20% and I will have to pay capital gains tax on [...]