Janet Brown is CEO of FundX Investment Group, a San Francisco-based registered investment advisor that has helped generations of clients build and preserve wealth for more than 50 years. Her acclaimed upgrading strategy is an active approach that uses mutual funds and ETFs to capitalize on global market trends, whether for growth or to lower volatility or increase tax efficiency. FundX manages separate accounts for individuals, retirement plans, and businesses; publishes NoLoad FundX, a monthly newsletter; and also offers a series of FundX Upgrader Funds available through all major brokers.
Are you doing enough to manage your investment taxes? When you invest in a taxable account, you are taxed on your investment gains, so you’ll want to manage your investments in a tax-efficient way, notes Janet Brown, mutual fund expert and editor of No-Load FundX Newsletter.
The end of the year is an important time for fund investors: it’s your last chance to make tax-smart moves in your portfolio, asserts Janet Brown, mutual fund expert and editor of No-Load FundX Newsletter.
“I’m worried about the election,” an investor told us recently. “Should I take some money off the table?” He was a longtime investor, so he’d been through many elections before, but everything seemed so different this year, notes Janet Brown, president of FundX Investment Group and editor of NoLoad FundX.
Your investments have power. You can invest in a way that supports the status quo, or you can use your investments to make a difference on issues ranging from climate change to data security, writes Janet Brown, who’s presenting at MoneyShow San Francisco.
Janet Brown describes the evolution of socially responsible investing and why you don't necessarily have to give up performance.
More than half of global assets managers are looking at the material risk that things like client change and inequality have on corporate bottom lines