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How Should I Measure the Performance of My Portfolio?

Gauging the results of your investments should be part of your total investment strategy.  If you are doing well, keep doing what you are doing.  If your results are not measuring up, consider making changes.   What to Measure Absolute performance.  Simply stated, this is just a measure of how much your total portfolio increased or decreased during a period.  […]

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How Are Mutual Fund Investments Taxed?

Mutual funds offer many benefits such as diversification, professional management, and convenient purchase options. However, the income tax issues associated with mutual funds can be confusing. Generally, owning equities through a mutual fund will not save you any taxes. But there are some things you should know. You may also want to consult your tax advisor to get a more […]

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Can I Ever Lose Money With a U. S. Government Bond?

With any type of bond or fixed-income investment, there are two types of risk to consider – default risk and interest rate risk.  With U. S. Government bonds, there is practically no risk of default but there is interest rate risk.   Default risk As the name implies, default risk is simply the risk that the issuer will not be […]

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