Tax Alpha Works If You Pay Attention

Joachim Klement again. Too Much of a Good Thing.

You really should subscribe to his daily missive. It is time well spent.

The advantage to tax alpha is worthy, 1% annual return difference, but you must look at it holistically.

As with all things investing, there is often more to it than you first notice. Try to make all investment decisions multi-variable decisions and optimize the mix.

I help people understand and manage risk and other financial issues. To help them achieve and exceed their goals, I use tax efficiencies and design advantages. The result: more security, more efficient income, larger and more liquid estates. Please be in touch if I can help you. 705-927-4770


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