Schwab stock index funds earn additional income by lending securities to qualified institutional borrowers. A fund’s expenses are paid out of fund earnings. Given that the US tax code gives a tax preference to dividends that qualify for lower tax…
Blog Archives
- Episode 029: Frazer Rice, host Rick Ferri January 1, 2021
- Episode 028: Roger Lowenstein, host Rick Ferri November 29, 2020
- Episode 027: Cliff Asness, host Rick Ferri October 30, 2020
