About this episode

The episode discusses how higher taxes on capital gains affect investment strategies and approaches for investors.

Higher taxes on capital gains have shifted the relative attractiveness of investments, structures and strategies. We run through how investors should approach this. You can find Mark's article here. Would you like more free insights from Mark, Shani and the rest of the Morningstar team? You can find them here. Get 50% off your first two months of PocketSmith’s Foundation or Flourish plans here. A message from Mark and Shani For the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar. We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications. The book is now available! It is also available in Audiobook format from most sellers. Purchase from Amazon  or  Purchase from Booktopia To submit any questions or feedback, please…

People in this episode

Hosts: Mark, Shani

Topics covered

• tax regime
• capital gains
• investment strategies
• financial planning
• investing tools

Keywords

• tax regime
• capital gains
• investment strategies
• financial planning
• investing tools

Sponsors

PocketSmith’s Foundation, PocketSmith’s Flourish plans

Mentioned in this episode

Organizations: Morningstar, Acast, Amazon, Booktopia

Products: PocketSmith’s Foundation, PocketSmith’s Flourish plans

Books & works: Invest Your Way

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