Chapman Capital Management, Inc. is a registered investment adviser. Investment Trust A closed-end fund regulated by the Investment Company Act of 1940. These funds have a fixed number of shares which are traded on the secondary markets similarly to corporate stocks. These funds are usually listed on US and foreign exchanges. IRA and Keogh Accounts Accounts where you can invest funds and defer taxes on any income or capital gain untilmoney is withdrawn.
Contributions are tax deductible if certain qualifications are met.
Withdrawals of tax deferred contributions are taxed as income, including the capital gains from such accounts. IRA accounts can also be funded with after-tax contributions. The tendency for stocks to perform better in January than at other times of the year. The requirement that brokers understand the financial needs and circumstances of a customer before providing investment advice. The Investor Profile Questionnaire on this website is one of the methods that The Chapman Company uses to comply with this rule.