You Don't Have to Pay Taxes

Posted Sep 07, 2016  |  By 
Eric S. Holt, CFA
  |  

Many taxpayers will file their final 2015 tax returns between now and October 15th.  While this brings closure to 2015, investors would be well advised to consider the impact taxes had on their portfolios.  Investors need to understand the what in their portfolios: what was my return net of fees and taxes?  What if Ben Franklin was only half-right? Taxes on your portfolio can be managed; taxes on your portfolio should be managed.

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