by Brian Jacobs | Apr 17, 2025 | Blog, Investment Concepts
Most discussions about tax efficiency focus on maximizing after tax returns, and for good reason. The math is compelling. Consider a 10% pretax return: at a 33% short term tax rate, it becomes 6.7% after taxes if taxed annually. If held for just over a year and taxed...
by Brian Jacobs | Aug 29, 2024 | Blog, Investment Concepts
While Treasury bonds appear to offer safety, their real return tells a different story. Despite their nominal stability, investors in Treasury bonds have experienced essentially zero real after-tax returns over the past century. This highlights the critical importance...
