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PoindexterOglethorpe

(27,934 posts)
1. I've long known that one problem with mutual funds can be
Sat Jan 22, 2022, 09:56 PM
Jan 2022

sudden taxes due when they sell stuff and pass the tax liability to the holders. It has happened to me in the past, although not to a degree that was financially painful, lucky me.

I also count myself lucky that I have an excellent financial advisor who monitors such things for me. And for what it's worth, I've never owned any Vanguard. Not because I'm prescient or such a knowing investor myself, but because I trust my advisor to do right by me. And he has. Again, lucky me.

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