Proactive and Opportunistic
Some people pay attention to taxes once a year, but we think about them with every trade, every day. We work closely with your tax advisors to stay on top of your tax situation, watching for:
- The tax costs of every transaction in your portfolio
- Ways to use tax loss carryovers
- Year-end trading to minimize taxable gains
- Opportunities in tax code changes
To learn more about tax-aware investing, watch the two-minute video below: