September 20-21 ,2019
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Fees and taxes determine the overall return more so then the return itself. If the expected market portfolio return over the next ten years is 4-6%, what can the investor do to improve their outcome?We know we cannot control the market returns but we can look at what we can control; fees and taxes. Many investors do not realize that taxes take the biggest bite out of investment returns.For the five years ending Dec 2017, the average taxable balanced fund lost 1.5% per year to taxes. Traditional methods of tax management are outdated. Learn how to use active portfolio tax management to improve your overall return.