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 058: Mike Piper on ”More than Enough,” host Jon Luskin
- Episode 057: Dr. Derek Horstmeyer on multiple investment topics, host Rick Ferri
- Episode 056: Dr. Daniel Crosby on the behavioral investor, host Rick Ferri
- Episode 055: Edward Chancellor on economic history and today’s markets, host Rick Ferri
- Episode 054: Christine Benz discusses taxes and safe withdrawal rates in retirement, host Rick Ferri
- Episode 053: JL Collins on the simple path to wealth, host Rick Ferri
- Episode 052: Ryan Barrett and Mike Piper on estate planning, host Rick Ferri
- Episode 051: Christine Franquin and Michael Perre on international stock index funds, host Rick Ferri
- Episode 050: Craig Lazzara on active versus passive funds, host Rick Ferri
- Episode 049: Antti Ilmanen on investing amid low expected returns, host Rick Ferri
Financial Page 