03.10.26 - Ways to help reduce taxes on stocks & bonds
About this episode
This episode discusses strategies for managing taxes on investments as tax-filing season approaches.
As tax‑filing season approaches, this episode of Market Sense takes a look at ways investors can manage taxes more effectively throughout the year. We walk through investments that can offer tax-advantaged passive income. We break down how strategies like direct indexing, tax‑loss harvesting, and thoughtful asset location can influence after‑tax outcomes. Plus, we’ll get you caught up on the latest market headlines in about 20 minutes. Click here to learn more about direct indexing and if this strategy is right for you. Read the full transcript View the slides Watch the video replay
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