Our Disciplined Approach
Strong cash management
Values-based, high conviction investing with proven performance.
25 years of exemplary service.
The Saturna Capital 401(k)
It's tax season again! Savvy investors tend to develop an acute awareness of their tax situation and how their account(s) with Saturna may affect them. We put together this handy guide to when we send out the various tax forms (such as 1099 and 5498) and what those forms mean.
Mutual fund expense ratios garner a lot of attention from the news media, regulators, and investors. While cost containment is clearly a worthy goal, do a mutual fund's costs deserve to be your paramount consideration? Do they matter at all?
Did you ever wonder what happens behind the scenes of a mutual fund? Find out right here. In some ways, a mutual fund is very similar to a company that manufactures widgets except that a mutual fund company's "widgets" are shares.