What You Need to Know About Mutual Funds and Taxes

Stock Screens
Shadow Stocks 2002: Small Caps Out of Wall Street's Spotlights
Stock Screening: By operating out of the spotlight of Wall Street, Shadow Stocks may offer unique opportunities for individual investors. This year, 186 stocks passed the Shadow Stock screens.

Stock Screens
The Rookies: Characteristics of the Shadow Stock Newcomers
Stock Screening: One of the hottest sectors in 2001 has been consumer noncyclicals. This year's Shadow Stock Rookies list contains seven such firms.

Mutual Funds
What You Need to Know About Mutual Funds and Taxes
Mutual fund tax report statements are sent to shareholders in late January. They are important because you need to add distributions to your original cost basis when figuring gains or losses on shares sold.

Investment Newsletters
Predicting Market Directions: The Myth of the Five-Day Index
Many advisers subscribe to the belief that if the first five trading days of the year produce a gain, the year as a whole will be bullish, too. But is it grounded in historical fact? How certain beliefs take on a life of their own.

Portfolio Manager Interview
An Interview With Clyde McGregor, Portfolio Manager, Oakmark Equity and Income F
Piloting a balanced fund that sticks with the deep value investing approach.

Portfolio Strategies
Planning for Retirement: What to Expect From Social Security
To properly manage Social Security benefits, you need to understand their key features. And as you approach retirement, you need to have an idea of how your decisions could affect the size of future benefits.