1 min read

Podcast Episode #2 Tax-Efficient Investing

David DeWitt, CFP® By: David DeWitt, CFP®
on May 15, 2020

Featured Image

Our second podcast covers some tax considerations investors should think about when investing. Topics covered include:

Changes from the CARES act investors should think about, the types of securities which generally make sense in different account types, harvesting losses, and how to save and invest efficiently 

We hope you enjoy! Visit our website at www.dewittcm.com

Please let us know what you think about the podcast by emailing to dhdewitt@dewittcm.com

Important: The content of this podcast is for educational purposes only. Please do not invest solely based on the information you hear on this podcast. 

 

We Deliver Content Like This Every Month to Your Inbox. Sign Up to Start Receiving Updates

Related Posts

Has this Been a Healthy Market Rally?

More than 38 million Americans have lost their jobs, and the S&P 500 is up 5% over the last twelve...

ESG Investing – A Strategy for Making a Difference

What is ESG Investing?

ESG stands for Environmental, Social and Governance. It’s a way to evaluate...

Charting a New Course for Your Financial Plan

With the election over, new administration and a potentially divided Congress, there are a lot of...