Investment Strategy Considerations in Rising Tax Environment

November 14, 2008
Sound investment strategy typically starts with a foundation in asset allocation. Technology has allowed novices and professionals alike to build allocations quite easily using assumptions about the future. We find that these assumptions, developed in a pre-tax world, are rarely adjusted for the real world, which is impacted by taxes. By adjusting the assumptions to consider taxes, an investor may construct superior portfolios leading to greater wealth potential. 

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