Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
If you are an AAII member, note that the annual AAII Tax Issue is out (formally, 12/1/25). I am a lifetime member, but annual membership is not high. https://www.aaii.com/journal