Fidelity: The mutual fund tax trap

Tax-smart asset location, ETFs, and SMAs can help you avoid tax drag if you own mutual funds.

ACTIVE INVESTOR WEEKLY EDITION: October 25, 2024 View in a browser

FIDELITY ACTIVE INVESTOR® WEEKLY EDITION: October 25, 2024

The mutual fund tax trap Tax-smart asset location, ETFs, and SMAs can help you avoid tax drag if you own mutual funds. Read more Social Security increase update Get ready for next year's COLA. Read more Underappreciated small caps Don't forget to consider small caps when building out your investment mix. Here are some insights. Read more Top 5 investing mistakes to avoid Mixed economic signals and a looming election could lead some to make rash investing decisions. The Market Sense team explores investing mistakes that may be made now. Watch now How strong is the consumer? The In the Money team assessed earnings from major consumer companies. Plus new options trading ideas from Options Play. Read more Trading tool tips: Probability calculator Calculate the probability of future price movements for an underlying security. Read more

Stock market recap Help start your week by bookmarking our weekly stock market update. Read now →   Bond investing today Explore multisector bonds with active fixed income ETFs. Register now →

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