John Bogle, in various writings, argued that his decision to create value and growth index funds was based on meeting the tax, risk, and return needs of investment clienteles during their investment life cycles. Growth index funds were designed for…
Blog Archives
Be mindful about taxes
Realizing the important benefit of limiting the costs of investing is a fundamental principle for improving investment returns, A careful focus on tax efficiency is a way to cut the bite that taxes take from our nest eggs. Tax management…
- Episode 029: Frazer Rice, host Rick Ferri January 1, 2021
- Episode 028: Roger Lowenstein, host Rick Ferri November 29, 2020
- Episode 027: Cliff Asness, host Rick Ferri October 30, 2020
