A large holding in the fund would be a company, for example, like Fannie Mae or AOL, ... A stock that I have currently been adding to is Omnicom Group. |
A lot of the companies bring their equipment from Japan. |
As investors have gotten their 1099s and have seen large distributions every year, it's evolved that people are really starting to care about it now, |
As investors have gotten their 1099s and have seen large distributions every year, it's evolved that people are really starting to care about it now. |
For all investors who wrote checks to Uncle Sam, they could think about investing differently for their taxable accounts. |
In the context of an IRA or 401(k), there should be managers who do better than tax-efficient funds, ... When it comes to taxable accounts, I think it's relatively rare to find a manager with a high turnover approach that does better than one with a tax-managed approach. |
In the context of an IRA or 401(k), there should be managers who do better than tax-efficient funds. When it comes to taxable accounts, I think it's relatively rare to find a manager with a high turnover approach that does better than one with a tax-managed approach. |
It's made it more difficult for some of the Japanese transplant companies here to get timely equipment. We're getting a lot more opportunity to work with Japanese transplants this year. |
There's too much information, too many plans. It's too complicated. |
These returns are pretty strong evidence that tax-efficient investing does work. |