Ask Terry Questions buy/sell mutual fund

buy/sell mutual fund

By Terry Savage on November 16, 2023 | Investments

Is there a rule of thumb that relates to buying/selling mutual funds in the last quarter of the year?
Thank you…tk

Terry Says

Just the wash sale rule that says you must wait 30 days to repurchase after selling fund (or stock) shares at a loss to establish a tax loss.
If you are looking for market performance history, “everyone” has some “advice” on that score. For historic performance, check out the Stock Trader’s Almanac.

Hope this answers your question.



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