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The Democratic contender has said little about taxes, but his record says a bit more.
Investors spooked by the Nasdaq's recent turbulence may want to look at growth funds light on tech.
The rules for selling shares for a loss to qualify for a tax benefit are a bit tricky.
The company also will provide investors with more user-friendly documentation of fees.
He urges permanent adoption of recent tax cuts.
There will be overlap among Morgan's 62 funds and Bank One's 49 funds, which could lead to fund mergers and foldings.
It outlines three rules that would lessen the bias of mutual fund directors.
The regulatory body says it has found widespread abuse in how brokerage firms sell mutual funds.
The company says the deal has since been terminated.
A reader questions whether he should get out of Vanguard.