Tax Efficient Investing

“It’s not what you make, it’s what you keep.”

Investment returns from some active managers can look good, gross of fees and taxes -- it is a whole different story net of fees and taxes.

At GCC Family Wealth Management, we believe that taxes can have a significant negative impact on returns and therefore the accumulation of wealth. Higher turnover typically means more of your gross return gets treated as a short term capital gain, which is currently taxed at your ordinary income rate. Therefore, investments with lower turnover typically help increase the tax efficiency of your portfolio.

Learn about Concentrated Stock Positions >