Why Not Mint Money

79: Beware of tax considerations leading to wrong investment choices

Episode Summary

Focusing only on the tax benefits of an investments can lead to unintended consequences such as too much or too little exposure to asset classes in the portfolio. It is important to be mindful of the goals which in turn should drive the asset allocation and the products included in the portfolio.

Episode Notes

Focusing only on the tax benefits of an investments can lead to unintended consequences such as too much or too little exposure to asset classes in the portfolio. It is important to be mindful of the goals which in turn should drive the asset allocation and the products included in the portfolio.