A "Taxing" Problem | Vomund Investments

If you hold mutual funds in a taxable account then you are aware that many give capital gains distributions in December. That’s why it’s a bad idea to buy mutual funds in early December:

https://talkmarkets.com/content/etfs/a-taxing-problem?post=288426

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At Vomund Investments, we tailor our managed accounts to meet the client’s comfort level using stocks, exchange-traded funds (ETFs), preferred stocks, and exchange-traded debt. Most portfolios include lower-risk, better-rated vehicles with yields of five percent or more.

We also hold some higher-yielding stocks with both dividend growth and capital gains potential. Prices fluctuate of course, but their volatility is less than that of most equities.

Whether you are investing primarily for growth to reach retirement, or for income to enjoy your retirement, our managed account program deserves a closer look.

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