Don’t let the ‘tax tail’ wag the investment dog.

March 8, 2019

In 22 years of working with clients, I have yet to have a single person tell me that they want to pay more taxes.  Indeed, the objective in managing assets is not to maximize returns, but rather to maximize AFTER-TAX returns.  The cardinal rule of investing:  “It’s not what you make, it’s what you keep.” […]