Monthly Archives: August 2012

Six Crucial Factors for Building a Tax-Friendly Portfolio

As the U.S. proceeds toward its much-discussed 'Fiscal Cliff' there is the potential for tax increases. This could be due to either a political will to institute them proactively or Congressional discord in which year-end tax rates are allowed to rise automatically to pre-Bush levels. The U.S. is not alone. France has recently taken steps to institute a dramatic income tax increase. As investors, we have very little influence on tax rates, so...
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