Chuck Epstein

Mutual Fund Writer

Chuck Epstein is an award-winning writer, who has held senior-level marketing and communications positions at the New York Futures Exchange, Chicago Mercantile Exchange, Lind-Waldock, Zacks Investment Research, Russell Investments and Principal Financial.

He has won national awards from the Mutual Fund Education Alliance and his site, www.mutualfundreform.com, was named best small blog in 2009 by the Society of American Business Editors and Writers. He has written by-lined articles for over 50 financial publications, and worked on teams which introduced futures and options based on the S&P 500, Russell indexes, CRB index, Eurodollars and CDs.

He is the editor of Managed Futures in the Institutional Portfolio (Wiley, 1992) and The Handbook of Corporate Earnings Analysis (Wiley, 1994).

He lives in Tacoma, Washington and can be reached at cepstein@prodigy.net.

Recent Articles

How the ‘New Normal’ Got Worse

By Chuck Epstein, Mutual Fund Writer Dec 21, 2010

New problems in state and municipal finances, as well as the prolonged strain on the housing market, have added more stress for investors and individuals planning for retirement.

Even ETFs Have Year-End Distributions

By Chuck Epstein, Mutual Fund Writer Dec 15, 2010

The IRS treats gold, bond and real estate ETFs differently than the majority of ETFs.

Beware the Tax Trap of Year-End Distributions in Mutual Funds

By Chuck Epstein, Mutual Fund Writer Dec 15, 2010

Mutual fund families save the bulk of their capital gains and dividend income payouts until the end of the year, making these payments to all shareholders of record as of a certain date, regardless of how long they have owned the fund. Shareholders are then responsible for paying taxes on those distributions.