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Insights
A Case For Tax Aware Investing
- A tax aware investment strategy must continually and simultaneously balance the trade-off between risk control and the realization of capital gains and losses.
- Capital gains taxes are often the most significant expense taxable investors will face, more significant than investment management fees and transaction costs.
- Outperforming a benchmark is difficult on a pre-tax basis, but the challenge can be considerably more difficult on an after-tax basis.