Efficiency
IT’S THE AFTER TAX RETURNS THAT BUILD WEALTH, NOT GROSS RETUNS!
Studies have shown that, in the long run, taxes—generated mainly by realized capital gains—have reduced fund investors’ net returns by roughly two percentage points annually.
Per “William Blair Investments - May 2022” - “Tax efficiency” does not mean keeping taxes to the absolute minimum … An investor should not let the tax-tail wag the investment dog. Portfolio management should be tax sensitive, but a tax-driven strategy can cause poor investment decision-making. HUH!?!
WHAT A TOTAL LOAD OF CRAP!!!
YOU care about your MAXIMUM RETURN NET OF FEES AND TAXES. PERIOD.
YOUR ADVISOR CARES ABOUT ACCOUNT VALUES TO CHARGE FEES.
YOUR ADVISOR’S GOALS AREN’T ALIGNED WITH YOURS!!
WAKE UP!
Stop Guessing! Be the CASINO not the GAMBLER!
Build your proper portfolio based on TODAY’s info and relax
Reset your portfolio every 12 months plus 1 day to ENSURE proper risk / reward parameters AND ENSURE LONG TERM TAX TREATMENT. (NO, your reset DOES NOT trigger wash sale rules - again, ask why if curious)
REPEAT.
It’s simple - ALWAYS beat your INDEX and WAIT …. patiently ….. for the next Bear Market to get more aggressive!
LET US SHOW YOU HOW!
