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Beverly's Most Recent Article

Kerry's Take on Taxes

02/20/04 - 07:02 AM EST

The Democratic contender has said little about taxes, but his record says a bit more.

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Some Growth Funds That Take a Low-Tech Approach

02/09/04 - 06:59 AM EST

Investors spooked by the Nasdaq's recent turbulence may want to look at growth funds light on tech.

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Ask Bev: Looking at Wash Sales, Covered Calls

02/06/04 - 01:54 PM EST

The rules for selling shares for a loss to qualify for a tax benefit are a bit tricky.

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Putnam Plans Fund-Fee Cuts

01/27/04 - 03:49 PM EST

The company also will provide investors with more user-friendly documentation of fees.

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Bush Avoids Most Budget Issues in State of the Union Address

01/21/04 - 08:15 AM EST

He urges permanent adoption of recent tax cuts.

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Funds Collide in Bank Merger

01/15/04 - 04:53 PM EST

There will be overlap among Morgan's 62 funds and Bank One's 49 funds, which could lead to fund mergers and foldings.

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SEC Proposes New Rules for Fund Directors

01/14/04 - 05:57 PM EST

It outlines three rules that would lessen the bias of mutual fund directors.

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SEC Details Abuses in Fund Sales Practices

01/13/04 - 05:50 PM EST

The regulatory body says it has found widespread abuse in how brokerage firms sell mutual funds.

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Scudder Investments Says It Had a Market-Timing Arrangement

01/13/04 - 12:34 PM EST

The company says the deal has since been terminated.

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Time to Dump Volatile Funds?

01/12/04 - 09:09 AM EST

A reader questions whether he should get out of Vanguard.

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