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How Return of Capital Distributions Are Taxed

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Sam Bourgi is contributing writer for and, where he brings more than seven years of progressive experience in economic research, market analysis, and public policy. A published author in peer-reviewed literature, industry research and financial media, Sam has produced authoritative reports covering the financial markets, labor market, and industry verticals. He holds a Master’s Degree in Public Policy from McMaster University, with a focus on economic policy and global political economy.

Recent Content By Sam Bourgi
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International and Global Stock Funds

Is It Worth Getting an Exposure to India?

As one of the world’s fastest growing economies, India has long captured the imagination of...

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Mutual Fund Education

Implications of the UK Election on Your Portfolio

When British Prime Minister Theresa May called for a snap election back in April, her...

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Fixed-Income Funds

Impact of Puerto Rico's Debt Crisis on Your Portfolio

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Target-Date Funds

Implications of Mixing Target Date and Non-target Date Strategies

A lot of investors make target-date funds (TDFs) a core part of their portfolios, but many don’t...


Mutual Funds Weekly Roundup: September 14 provides weekly information about any material impact on the mutual funds...


Mutual Funds Weekly Roundup: September 7 provides weekly information about any material impact on the mutual funds...

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