November 23, 2020
Who is the Biggest Investor in the Stock Market, and Why Should You Care?
The US Treasury effectively “owns” part of the stocks held by certain US investors…and this huge-but-silent investor might get a lot bigger.
March 11, 2019
When it Pays to Pay Capital Gains
One approach for efficient investing is to defer realization of gains while aggressively realizing losses. For investors with a steady stream of short-term capital gains, this can be improved – and in a seemingly counter-intuitive way.
September 4, 2018
Tax Efficiency and Dynamic Asset Allocation: Can We Have Our Cake and Eat It Too?
We’re often asked about the tax efficiency of our dynamic investment approach, especially in regards to the tax-efficiency of our returns.
January 29, 2018
US Tax Reform Leaves Even Less of the Pie for Individual Investors in Alternatives
The Tax Cuts and Jobs Act passed into law last month will increase the wedge between pre-tax gross and after-tax net returns.
September 12, 2017
How Much Should the Tax Tail Wag the Asset Allocation Dog?
When it seems like equities aren’t what they used to be, it’s natural to consider reducing exposure.
February 3, 2017
Tax-Efficient Investing for US Citizens Long-Term Resident in the UK
US citizens who have been living in the UK for a long time are facing significant changes in how they’ll be taxed in the UK.
November 5, 2015
Infographic: How much do taxes matter in investing?
Taxes can sometimes matter more than fees or performance, as different investment styles can lead to huge differences in taxes paid – and for high-rate investors, that can have a huge impact.