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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Traditional methods of tax management are outdated.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.
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Traditional methods of tax management are outdated.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.
David Pankiw
The PRICE Futures Group,
Manager
David Pankiw has been actively involved in the investment business for more than 30 years, beginning his career in 1986 working for a subsidiary of Integrated Resources. He is manager of The PRICE Futures Group's Pennsylvania branch office and is also partner of CUBIC Advisors, LLC, an investment advisory firm located in the Philadelphia area. Mr. Pankiw is graduate of Widener University, Chester PA with a BS degree in business, and has obtained his MSFS degree, Masters of Science in financial services, and holds a Series 3 securities license. He has hosted his own local radio talk show called Square Talk on the Markets and has been a contributor to the Journal of Personal Finance and Marketwatch.com.
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