Brian Langstraat

TAX ALPHA: TAX ADVANTAGED INVESTING CAN ADD 1-3% TO PORTFOLIO RETURNS ANNUALLY, BETTER THAN MOST ACTIVE MANAGERS CAN DELIVER. LANGSTRAAT & WELCH EXPLAIN HOW ITS DONE

February 17, 2017

How to increase your portfolio’s performance by decreasing its tax bite. Tips from tax-advantaged investment pros Brian Langstraat and Scott Welch.
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PREMIUM: LANGSTRAAT & WELCH

February 15, 2017

TAX-ADVANTAGED INVESTING

How to increase your portfolio’s performance by decreasing its tax bite. Tips from tax-advantaged investment pros Brian Langstraat and Scott Welch.

WEALTHTRACK Episode #1335; Originally Broadcast on February 15, 2017

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BRIAN LANGSTRAAT

  • Chief Executive Officer,
  • Parametric

SCOTT WELCH

  • Chief Investment Officer,
  • Dynasty Financial Partners

Consuelo MackNewsletter available soon.
Mathews Asia

MAXIMIZE YOUR AFTER TAX RETURNS

No Bookshelf titles this week.

Brian Langstraat’s One Investment:

Powerful Fundamental

  • Consider Core versus Satellite Portfolio Structure
  • CORE: Allocate where to capture market performance= passive indexes
  • SATELLITE: Allocate where to seek excess returns= active management

Scott Welch’s One Investment:

Public and Private

  • Own some passive index funds in portfolio
  • They are cheap
  • They give exposure to broad market
  • Own some private investments in portfolio
  • Private equity/ private credit offer long-term tax efficiency
No stock mentions in this episode. Download the transcript included in the WEALTHTRACK PREMIUM subscription here [pdf].

More information regarding WEALTHTRACK transcripts can be found here

This is the first appearance of these two guests on WEALTHTRACK

BILL AND MELINDA GATES: PHILANTHROPY WITH AN IMPACT

“The best investment any of us can ever make is in the lives of others.”
Bill and Melinda Gates wrote a message worth sharing with WealthTrack viewers in their annual Bill and Melinda Gates Foundation letter. It is the answer to a letter they received from Warren Buffett, their close personal friend and the largest outside donor to their foundation. In 2006 Buffett pledged Berkshire Hathaway stock then worth more than $30 billion to the foundation to be given in 5% annual increments. So far the donations have added up to $17.26 billion. The Gates define the impact.

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