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Tip of the Day Bunch your Deductions into One Year

Bunch your Deductions into One Year - Every year it gets harder to do your taxes and receive a return, but part of good planning is to make sure that...

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Mutual Fund Custodian

Mutual Fund Custodian – a mutual fund custodian is a bank, or any other similar financial intuition, which is responsible for safe keeping and holding the securities owned, and within a mutual fund.  A mutual fund custodian usually maintains and holds all records, sales redemptions and trades of the share holders...  A mutual fund custodian may but not always, act as the mutual fund transaction agent...  Since a mutual fund is basically a pool of several funds and not one common stock, it’s essential that a 3rd party is involved to maintain, and oversee the funds operations.

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Definition of the Day Long-Term Investor

Long-Term Investor - Long-Term Investor is a person who makes investments for a period of five years in order to finance his or her long-term goals. Some hypothesis favor a one portfolio for all financier approach, emphasizing a best mix of assets program. The more traditional approach, which developed out...

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