05 Feb Are investment returns reported before or after fees?

Posted at 05:01h in Ask NJMoneyHelp, Retirement

Mutual funds may charge several different kinds of fees....

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15 Jan I have all index funds. Is it time for a change?

Posted at 05:01h in Ask NJMoneyHelp, Retirement

Fees are important, but so is your investment goal, time horizon and tolerance for risk....

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27 Oct What will I owe in taxes if I sell this bond fund?

Posted at 06:03h in Ask NJMoneyHelp, Retirement, Taxes

Your realized gain equals the difference between the net asset value (NAV) of the shares on the sale date and the cost basis of those shares....

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10 Aug I sold some investments. Are they taxable in New Jersey?

Posted at 06:06h in Ask NJMoneyHelp, Taxes

New Jersey doesn't tax certain investments when they are sold. ...

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14 Feb Do I owe capital gains tax if I sell this mutual fund?

Posted at 06:02h in Ask NJMoneyHelp, Taxes

You usually have to pay capital gains on appreciated investments. ...

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07 Mar How to choose a low-cost broker

Posted at 06:02h in Ask NJMoneyHelp, Retirement

Don't waste your money on high commissions and fees. ...

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12 Jan When your fund makes a big change

Posted at 06:05h in Ask NJMoneyHelp, Taxes

Calculating tax basis for a fund that has a spinoff....

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04 Apr Choosing a single mutual fund

Posted at 10:33h in Ask NJMoneyHelp, Retirement

How to choose a single mutual fund for your portfolio. ...

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10 Dec Index funds versus exchange-traded funds

Posted at 11:23h in Ask NJMoneyHelp, Retirement

Understanding the differences between index funds and exchange-traded funds (ETFs). ...

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06 Aug Understanding mutual fund fees

Posted at 11:03h in Ask NJMoneyHelp, Retirement

All investments have fees, and you should know what you're paying for...

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