Wealth Enhancement Group examines the inner workings of the capital gains tax and shares strategies to avoid, reduce, or ...

Learn the difference between an index fund and an exchange-traded fund (ETF) and how index fund investing compares to value investing. Which is best for your goals?

as assets held for more than a year typically qualify for lower long-term capital gains tax rates. Investors can also choose basic methods like FIFO (first-in, first-out) or Dollar-Value LIFO ...

The U.S. Dollar Index, a measure of the value of the buck relative to a basket of other currencies, was retreating after marking a fresh high on Tuesday. The index has fallen 0.8% to 102.80 on ...

It would treat the increase in the value of assets – like real estate, stocks and private businesses – as taxable income each ...

Since professionals don't actively manage index funds, the fees are smaller. Index funds generally have lower turnover rates, resulting in fewer capital gains distributions. But you should still be ...

A dividend growth strategy offers higher returns and less work compared to high-yield income-focused investments. Read more ...

Rising interest rates have sent bond prices into the tank, leaving dividend stocks as a preferred alternative. But dividend ...

I spend a lot of my day advising clients on how they can reduce their capital ... value for the specific purpose of generating capital losses. You can harvest tax losses if you have taxable ...

When donating to charity, you can typically deduct the market value of the asset at the time of the donation from your taxable income, which reduces your overall tax liability. Capital Gains Tax ...

Currently, a homeowner pays a tax on the growth in the value of the home when it is sold, or realized. But a tax on unrealized capital gains would require a homeowner to pay a tax on the ...