Market Perspective for May 19, 2024 – Mutual Fund Investor Guide

This past week was an interesting one for traders as a number of important news releases…

Global Momentum Guide for May 20, 2024 – Mutual Fund Investor Guide

The Mutual Fund Investor Guide is completely independent of, and not affiliated with any investment firms…

The Investor Guide to Vanguard Funds for May 2024 – Mutual Fund Investor Guide

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How are multi-asset funds taxed?

A reader says, “I am confused about the tax status of multi-asset funds. Some say they…

Why the NPS must be modified to accommodate changing needs

We discuss modifications that can make the National Pension Scheme (NPS an attractive retirement solution accommodating…

Global Momentum Guide for May 13, 2024 – Mutual Fund Investor Guide

The Mutual Fund Investor Guide is completely independent of, and not affiliated with any investment firms…

Which will fetch more returns over 15 years, a SIP or a lump sum investment?

A reader asks, “Which will fetch more returns over 15 years, an SIP or a lump…

Market Perspective for May 11, 2024 – Mutual Fund Investor Guide

Although there wasn’t a lot of news released this week, what did come out provided some…

Top 5 ETFs for 2024 – Mutual Fund Investor Guide

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What are some tax-efficient alternatives for debt mutual funds?

A reader says, “Given the changes in debt fund indexation benefits, I come across market veterans…