For the fourth quarter of 2024, the U.S. real estate investment trust market returned -7.61%, significantly lagging the 2.41% ...

As your portfolio evolves, reviewing and rebalancing it regularly is key to staying aligned with your financial goals. A ...

When it comes to investing, one of the key principles that financial advisors and experts emphasize is the importance of asset allocation. Asset allocation refers to how an investor divides their ...

Because of this, real estate mutual funds are in a good position to take advantage of the constant housing demand and more supplies. These funds mainly invest in REITs and other related assets and ...

International real estate stocks returned -14.83% according ... adjusted for tax withholding rates applicable to U.S. based mutual funds organized as Massachusetts business trusts (NR).

Finance Minister Nirmala Sitharaman proposed alterations to the capital gains tax structure, elevating the short-term capital ...

While real estate mutual funds don’t lead in price appreciation or income generation among Morningstar fund categories, they provide an excellent balance of both over time. Currently ...

The legacy mutual fund manager is building out its ETF footprint with people and resources to leverage its active management ...

Chip Stapleton is a Series 7 and Series 66 license holder, CFA Level 1 exam holder, and currently holds a Life, Accident, and Health License in Indiana. He has 8 years experience in finance, from ...

The indexation benefit on real estate deals was eliminated ... Similarly, reintroducing indexation benefits for debt mutual funds would ensure that investors are taxed only on real gains, making ...