Plan Smarter and Live Better™

Tax-aware investing means you can have your cake and eat it too. As I set out in the previous two articles, using a combination of long and short positions in your portfolio lets you pursue positive returns while lowering your tax bill. Below are two common situations where tax-aware investing can really make a difference.

A well-chosen long-short portfolio can help realize significant tax benefits increase your expected portfolio return, combing to increase your after-tax wealth.