The Future Value of Tax Benefits:
A Penny Saved May Be Two Pennies Earned
The largest cost investors are likely to face are taxes. To address this ubiquitous drain on a portfolio, our Tax Benefit Capture (TBC) program uses exchange-traded funds (ETFs) that track the S&P500 each and every day. This aspires to follow an investor’s targeted exposure in many conditions including rising markets, all while staying in the market.