AWM Insights Financial and Investment News

Being a diligent, long-term investor is a very rewarding proposition, but most investors ignore the impact that taxes can have on their investments and what they get to “take home.”

Our industry is almost solely focused on total returns and fixates on specific return figures, but those numbers don’t tell you what you get to keep, which is what really matters.

Ignoring this dynamic and not proactively working to reduce returns that are lost to taxes can corrode wealth and complicate your journey to building multi-generational wealth.

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Episode Highlights

  • 0:00 Intro
  • 1:01 What tools can we use to reduce and defer our tax liabilities?
  • 2:33 Why are after-tax returns so relevant?
  • 5:28 Why an integrated and multi-faceted investment and tax team is so important.
  • 7:39 How can you tie your charitable interests with tax efficiency?
  • 10:15 Why tax planning is a year-round responsibility.
  • 11:13 Text us!

What is AWM Insights Financial and Investment News?

A bite sized discussion on timely financial news and investment topics, to help you maximize your net worth and wealth for the next generation with Justin Dyer and Mena Hanna of AWM Capital.