indexfundfan @ indextown

Early last year, I applied for the Wells Fargo PMA account package so that I can gain access to their free trade program. However, I did not regularly use the checking (PMA) account and didn’t think much of it. Then in March this year, I read from this Bogleheads post that the PMA account might [...]

Background Many investors are aware that when they sell a mutual fund or stock with a gain, they have to pay capital gains taxes for it. On the other hand, if they sell with a loss, they can claim a tax loss on it, as long as the transaction does not run foul of the [...]

For various reasons already discussed (Should I convert…? and Is it worthwhile to pay the ETF conversion fee?), I recently converted my Vanguard Emerging Markets Index mutual fund holding (VEIEX) to the ETF class of the fund (VWO). The following is a review of the conversion process. Prior to conversion My VEIEX holding is in [...]