The Portfolio Review: Why It Is Important and How to Do It

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   The Portfolio Review: Why It Is Important and How to Do It Performing your own periodic portfolio review (quarterly or at least yearly) will help you understand whether you are on course to meeting your goals, or whether you need to change your strategy…

 

What is the Most Tax-Efficient Investment?

An AAII member recently asked, “What is the most tax-efficient investment?” Before you answer, stop and give the question some thought. The answer is not as straightforward as it may seem. A few factors influence the tax efficiency of investing. One, of course, is the type of investment. Municipal bonds receive very favorable tax treatment,…