Tax avoidance strategies include: Re-visit municipal bonds Put higher tax investments in tax deferred accounts Emphasize tax efficient strategies including: index funds, ETFs, and individual stocks Watch This Episode
Personal Finance
CHECK OUT THE IMPACT COSTS ARE HAVING ON YOUR PORTFOLIO
Use Vanguard’s “The Truth About Costs” tool on their website – you can see the returns lost and the returns kept over different periods of time depending upon the expense ratio paid and the average annual return you are expecting. Watch this Episode
VOTE!
Watch this episode here.
MINIMIZE INVESTMENT FEES
Seek passive management Look at ETFs and index funds Watch this Episode
START APPLYING YOUR VALUES TO YOUR INVESTMENTS
Start by reading company sustainability reports Check out socially responsible indexes: FTSE KLD 400 Social Index [info] MSCI USA ESG Select Index [info] Dow Jones Sustainability United States Index Dow Jones Sustainability North America Index [info] Watch this Episode