David Hoffman

David Hoffman
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INVESTING ETFS JUN 10, 2010
ETF market gets religion

Investors praying for divine inspiration may have gotten their wish today when three faith-based exchange-traded funds made their debut.

RETIREMENT TAX JUN 02, 2010
Financial advisers scramble to mitigate bigger state tax bite

Although many wealthy taxpayers are worried about Washington's plans for tax increases, financial advisers and other tax experts are sounding the alarm bell about state tax hikes.

INVESTING MUTUAL FUNDS MAY 30, 2010
Invesco Aim to lose Aim in name

Invesco Ltd. is changing the name of its Invesco Aim unit to Invesco, and its AIM Funds to Invesco Funds, according to an executive at the investment firm.

INVESTING ETFS MAY 25, 2010
Legg Mason seeks OK to offer actively managed ETFs

Legg Mason Inc. yesterday filed papers with the Securities and Exchange Commission seeking permission to offer actively managed exchange-traded funds.

That an ETF is commission-free doesn't make it cheaper, advisers say
INVESTING ETFS MAY 04, 2010
That an ETF is commission-free doesn't make it cheaper, advisers say

Commission-free ETFs are good, but they may not be best.

RETIREMENT TAX MAY 03, 2010
IRS audits for wealthy on the rise

Uncle Sam — specifically the Internal Revenue Service — wants your clients' money.

INVESTING MUTUAL FUNDS APR 25, 2010
Tax man cometh after mutual fund investors

INVESTING MUTUAL FUNDS APR 25, 2010
Tax man cometh after mutual fund investors

Higher federal taxes, coupled with a rising stock market, threaten to hit U.S. fund shareholders particularly hard.

RETIREMENT TAX APR 18, 2010
Dreaded AMT can constitute a tax break

Alternative minimum tax your friend? Maybe -- at least when it comes to locking in lower tax rates when converting to a Roth individual retirement account

Investors open to closed-end funds
INVESTING MUTUAL FUNDS APR 14, 2010
Investors open to closed-end funds

Investors who are seeking yield in a low-return environment are finding pockets of opportunities in the peculiar world of closed-end mutual funds.