Show Notes
Investment returns only tell part of the story. What investors keep after taxes can have a meaningful impact on long-term wealth.
In this episode of Quarter Over Quarter, Don Drury, Tom Moran, and Charlie Chesebrough discuss strategies investors can use to manage the tax impact of their portfolios, particularly after several years of strong markets have left many with significant embedded gains.
The conversation explores tax loss harvesting, direct indexing, and long-short strategies designed to create additional opportunities for tax management while addressing concentrated positions. The team also discusses qualified charitable distributions, donor advised funds, Roth conversions, and why proactive tax planning should happen throughout the year rather than after the year has ended.
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