"Put all your eggs in one basket and - WATCH THAT BASKET"
(Mark Twain)
 
  Tax Planning

Taxes are a hindrance to performance and the single largest expense investors face. Taxes can surpass any other cost related to the investment decision. A tax efficient strategy will maximize your net return after taxes, which is the measure that really counts. The funds we use are optimized to maximize after tax return by controlling both capital gains and dividend exposure.
 

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