The Drag of Taxes on Your Portfolio

Paying attention to taxes in your investment portfolio can help you keep more of your hard-earned money for yourself. Unfortunately, the average managed portfolio generated tax costs of more than 30% of their total pre-tax returns over the period 1980-2005!¹

The Good News: you can take control of your investment tax burden and slash your tax bill by looking at a few critical areas. Paying attention to the details in finances pays off. In the example below,² something as small as a 1% difference in annual tax cost could result in an account balance that is 10% higher! I can help you evaluate what you can do you in your own portfolio. Call me today at 808-489-2813 or complete the contact form to request a complimentary analysis.

¹ John Bogle, The Little Book of Common Sense Investing, Exhibit 6.1

² Source: BlackRock. This is a hypothetical example for illustrative purposes only and is not intended to represent any specific investment. This example does not consider any costs associated with investing, such as commissions, sales charges or fees.