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Our adviser put 50% of our holdings in individual stocks, but now we fear a big tax hit by switching to index funds

Our adviser put 50% of our holdings in individual stocks, but now we fear a big tax hit by switching to index funds

Changing investment strategies midstream can lead to significant capital gains when you sell.

Previous post Jamie Dimon sees ‘happy talk’ driving markets as he maintains cautious view

Next post Why Jim Cramer says Costco is the ‘stock to buy off of’ Walmart’s big quarterly beat

More Stories

Get ready for Netflix price increases soon, analysts say

Netflix hasn’t raised prices on its standard plan in years, and analysts think the company’s strong upcoming content slate could...

October 10, 2024

Homeowners haven’t drained cash out of their houses this fast since 2008

Homeowners across the U.S. may be locked in, but they can still cash out.

October 10, 2024

Buy Nike’s stock now, as new management can excite investors again, analyst says

It’s time to start buying Nike Inc.’s stock, as a new management team of company veterans should reignite investor excitement...

October 10, 2024

Amazon’s Prime Big Deal Days was its biggest-ever October shopping event

Amazon.com Inc. said Thursday its Prime Big Deal Days was its biggest October shopping event ever, as Prime members took...

October 10, 2024

Where Nvidia ranks among fastest-growing AI companies. No, it’s not No. 1.

Others ranking high on a broad list of AI stocks include AMD and Micron.

October 10, 2024

Tilray’s stock gains after earnings and upbeat outlook on cannabis legalization

Tilray’s stock gained Thursday, after the cannabis and beverage company reported a smaller loss than expected for its fiscal first...

October 10, 2024

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Previous post:Jamie Dimon sees ‘happy talk’ driving markets as he maintains cautious view

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