{"id":89,"date":"2020-05-13T12:53:00","date_gmt":"2020-05-13T19:53:00","guid":{"rendered":"https:\/\/yourdf.net\/?p=89"},"modified":"2026-05-13T08:02:57","modified_gmt":"2026-05-13T15:02:57","slug":"tax-smart-investing-is-not-just-what-you-earn-but-what-you-keep-after-taxes","status":"publish","type":"post","link":"https:\/\/yourdedicatedfiduciary.com\/?p=89","title":{"rendered":"Tax Smart Investing &#8211; Vance on CNBC.com: When It Comes to Investing, It\u2019s Not Just How Much You Make, It\u2019s What You Keep After Taxes"},"content":{"rendered":"<h3 style=\"white-space: pre-wrap;\">Key Points:<\/h3>\n<ul data-rte-list=\"default\">\n<li>\n<p class=\"\" style=\"white-space: pre-wrap;\">Market selloffs can actually create an opportunity to enhance <a href=\"https:\/\/yourdedicatedfiduciary.com\/closing-the-gap-between-taxes-and-investments\/\" target=\"_blank\" rel=\"noopener\">long-term portfolio objectives<\/a>. One of the most important concepts in portfolio management is tax-smart investing.<\/p>\n<\/li>\n<li>\n<p class=\"\" style=\"white-space: pre-wrap;\">The tax efficiency of your non-retirement portfolio is an important consideration in tax-smart investing.<\/p>\n<\/li>\n<li>\n<p class=\"\" style=\"white-space: pre-wrap;\">Tax-loss harvesting and tax-bracket management are not mutually exclusive. Together, they can reduce the tax drag on your non-retirement portfolio.<\/p>\n<\/li>\n<\/ul>\n<p class=\"\" style=\"white-space: pre-wrap;\">An excerpt:<\/p>\n<blockquote>\n<p class=\"\" style=\"white-space: pre-wrap;\">Tax-loss harvesting and tax-bracket management are not mutually exclusive. Together, they can reduce the tax drag on your non-retirement portfolio, thus allowing more of your money to participate in long-term investing. Both strategies can be implemented over time and should be revisited annually, and during market selloffs, to help you implement a tax-smart portfolio.<\/p>\n<\/blockquote>\n<p class=\"\" style=\"white-space: pre-wrap;\">See <a href=\"https:\/\/www.cnbc.com\/2020\/05\/13\/op-ed-investing-is-not-just-what-you-earn-but-what-you-keep-after-taxes.html\">When It Comes to Investing, It\u2019s Not Just How Much You Make, It\u2019s What You Keep After Taxes<\/a> on CNBC.com.<\/p>\n","protected":false},"excerpt":{"rendered":"<p class=\"\">The coronavirus pandemic that has pummeled the stock and bond markets has led many investors to take a closer look at their investment portfolios. While investors are urged to avoid changing their long-term investment strategy during corrections and bear markets, these selloffs can actually create an opportunity to enhance long-term portfolio objectives.<\/p>\n","protected":false},"author":4,"featured_media":989,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","content-type":"","cybocfi_hide_featured_image":"yes","footnotes":""},"categories":[18,176],"tags":[39,88,118,29,87],"class_list":["post-89","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-financial-planning","category-news","tag-cnbc","tag-investing","tag-money-management","tag-tax-planning","tag-tax-smart-investing"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Investing is Not Just What You Earn - Your Dedicated Fiduciary\u00ae<\/title>\n<meta name=\"description\" content=\"Market selloffs can create an opportunity to enhance long-term portfolio objectives. 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