Everyone seems to be paying more attention to the cost of goods and services these days. But there is one cost that many investors pay without realizing it – the cost of taxes on their portfolios. Here's why this cost matters and what you can do to help your clients avoid it.
We believe paying taxes is a scenario where kicking the can down the road can actually be a good thing for taxable investors. Here’s why.
While cash can be comforting, it may come at a cost to an investor’s ending wealth.