Latest Vanguard Acquisition: Should You Seriously Consider On-Going Tax Optimization?
by Solomon Teller, CFA
Chief Investment Stategiest, July 26, 2021
The question for advisors and investors is evolving from “if” to “how”.
There’s likely to be additional opportunities for capturing tax benefits this year.
Last month’s performance highlights..
Recent research suggests that taxes have been the primary driver of this switch.
Separating the “actual” from the “normative” in today’s financial environment.
Get past the surreal and don’t lose sight of your investment’s bottom line.
NEW YORK – Green Harvest Asset Management‘s weekly blog “What Higher Tax Rates Might Look Like” was the featured article on the ETF Strategist Channel, published by ETF Trends, the widely publicized industry news source. “Interest in tax beneficial investment strategies may increase dramatically if the proposed Biden tax plan becomes a reality”, notes Solomon Teller, CFA, Chief Investment Strategist at Green Harvest. His blog is published weekly here.