Three Typical Approaches to Tax-Managed Investing. And Why They’re Wrong.
We recently shared a podcast on the topic of tax-smart investing, with significant insights from my colleague Jon Eggins, senior portfolio manager for global equities. I found the content compelling and it inspired me to write this blog post, based largely on Jon’s thoughts:
If you’re an investor or advisor and not worrying about the tax drag on your taxable investments, you’re almost certainly paying the price. And you’re almost certainly paying a lot.