Tax-Efficient Investing: How Asset Location Can Boost Your After-Tax Returns
You are probably aware of the three most crucial aspects of real estate investing: location, location, location. This concept is also...
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Tad Jakes, CFP®, EA, ECA
- Mar 6
- 6 min
How to Maximize After-Tax Yield and Pitfalls to Avoid
Due to the Federal Reserve's rate hiking cycle, interest rates for many fixed-income securities are the highest we’ve seen since 2007. ...
Tad Jakes, CFP®, EA, ECA
- Feb 14
- 8 min
Tax-Gain Harvesting: A Strategy You May Be Overlooking
If you are a seasoned investor, you are likely familiar with the idea of "tax-loss harvesting," which is a strategy that allows you to...
Tad Jakes, CFP®, EA, ECA
- Jan 3
- 7 min
Tax-Loss Harvesting: A Smart Move for Savvy Investors
Maximizing your investment returns involves more than just selecting the right asset allocation or investments. It also entails...
Tad Jakes, CFP®, EA, ECA
- Sep 22, 2023
- 6 min
Tax-Wise Investing: The Underrated Power of After-Tax Returns
When we invest, we strive to maximize returns for our targeted level of risk. In that quest, a common oversight by investors is to focus...
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