ComicsChildrenHumorFitnessReferenceITLawCookingHobbiesTeachingSelf-HelpPhotoFantasyHistoryTestsCalendarsFictionLGBTTeenagersTransportMemorisMedicineMysteryRelationshipsPoliticsBusinessSpiritualityRomanceBiblesMathSportTravelOtherNo category
» » Tax-Aware Investment Management: The Essential Guide
Tax-Aware Investment Management: The Essential Guide e-book

Author:

Douglas S. Rogers

Language:

English

Category:

Business

Subcategory:

Finance

ePub size:

1642 kb

Other formats:

lit txt mobi docx

Rating:

4.7

Publisher:

Bloomberg Press; 1 edition (January 1, 2006)

Pages:

301

ISBN:

1576601803

Tax-Aware Investment Management: The Essential Guide e-book

by Douglas S. Rogers


Doug Roger's book, Tax-Aware Investment Management - The Essential Guide, should be the instruction .

Doug Roger's book, Tax-Aware Investment Management - The Essential Guide, should be the instruction manual of choice for those interested in minimizing tax drag for themselves or their clients. As an investment advisor, planner, one focused upon tax-aware best practices, I support Doug's work and have designed elements of it into my philosophy as well. One person found this helpful.

Tax-Aware Investment Management book. Start by marking Tax-Aware Investment Management: The Essential Guide as Want to Read

Tax-Aware Investment Management book. Start by marking Tax-Aware Investment Management: The Essential Guide as Want to Read: Want to Read savin. ant to Read.

Автор: Rogers Douglas S. Название: Tax-Aware Investment Management: The Essential Guide .

However, development of ubiquitous context-aware applications is still a challenge because most current middleware systems are still focused on isolated and static context-aware environments.

Tax Aware Investment Management - Free ebook download as PDF File . Tax-Aware Investment฀Management THE฀ESSENTIAL฀GUIDE. df), Text File . xt) or read book online for free.

That s one reason why tax-aware investment management is essential for building and maintaining wealth. In this comprehensive, groundbreaking book, Douglas S. Rogers, CFA, explains why many accepted investment strategies and techniques developed for tax-exempt institutional investors don t work for individuals who are subject to taxes. They will end up with substantially lower after-tax returns simply because their portfolios are not structured or managed with tax obligations in mind

Tax-aware investment management. by. Douglas S. Rogers. Books for People with Print Disabilities.

Tax-aware investment management. Internet Archive Books.

to the essential elements: A tool of choice for investment decision-makers. Written by a distinguished academi. The Human Resources Scorecard: measuring the return on investment' is the first book to provide. The Human Resources Scorecard: Measuring the Return on Investment (Improving Human Performance). 27 MB·804 Downloads·New! 'The Human Resources Scorecard: measuring the return on investment' is the first book to provide. Strategic Human Resource Management. 37 MB·40,785 Downloads.

That's one reason why tax-aware investment management is essential for building and maintaining wealth. Rogers, CFA, explains why many accepted investment strategies and techniques developed for tax-exempt institutional investors don't work for individuals who are subject to taxes. They will end up with substantially lower after-tax returns simply because their portfolios are not structured or managed with tax obligations in mind

From being a voice in the wilderness in the 1990s to being a most respected guru in the field, Doug Rogers contributes mightily to the wealth management industry with Tax-Aware Investment Management.

From being a voice in the wilderness in the 1990s to being a most respected guru in the field, Doug Rogers contributes mightily to the wealth management industry with Tax-Aware Investment Management.

Investment returns are uncertain, especially intoday’s economic environment. But taxes are a sure thing.

That's one reason why tax-aware investment management isessential for building and maintaining wealth.

In this comprehensive, groundbreaking book, Douglas S. Rogers,CFA, explains why many accepted investment strategies andtechniques developed for tax-exempt institutional investors don'twork for individuals who are subject to taxes. They will end upwith substantially lower after-tax returns simply because theirportfolios are not structured or managed with tax obligations inmind.

This book shows:

How to measure and compare the tax-efficiency of mutual funds,hedge funds, and individual investment managersHow the widely used style-box matrix can prove detrimental toafter-tax investment returnsHow to minimize taxes on stock-and-bond portfolios and employsophisticated strategies for offsetting gains against lossesHow to decide which asset categories should be placed intax-deferred accounts such as IRAs and which should be placed inregular taxable accountsHow to incorporate tax-aware techniques and insights into allfacets of investment planning, portfolio management, and estateplanning
Bludworm
One of the most important and distinguishing characteristics of investing for wealthy individuals involves the impact and complexity resulting from taxes. Doug Roger's book, Tax-Aware Investment Management - The Essential Guide, should be the instruction manual of choice for those interested in minimizing tax drag for themselves or their clients. As an investment advisor / planner, one focused upon tax-aware best practices, I support Doug's work and have designed elements of it into my philosophy as well.

Unparalleled government deficit spending and budget shortfalls at all levels of government will require higher tax revenues and unfortunately, high wage earners and the wealthy are certain to be impacted disproportionately. Thoughtful, tax-aware planning and administration by tax, estate and investment counsel is essential and will no doubt grow in importance as the value-add (as much as 2 or 3 percent annually) of this discipline becomes known. I am convinced that better investment advisors will embrace his proven practices and concepts over the next few years. Tax-aware investment management should be an essential part of a serious investment advisor's disciplined process and Doug's book is the best guide I know of.
Samulkis
thought provoking and honest book. good book
Nejind
I have yet to meet a prudent investor that thinks the government would do a better job of spending the money that the investor has accumulated, than they would do spending it themselves.

Doug Rogers' Tax-Aware Investment Management guide is timely. Doug gives you questions to ask your advisor. He provides a historical prospective while injecting humor. Doug even synthesizes the implications of taxation on investment results in a readable fashion.

Wall Street serves institutions (they live in world of relative "better than the benchmark or at least awfully darn close to it so they can keep their job" performance evaluation.

Private clients are often sold what institutions bought 5 or 10 years ago. The individual investor's best interests would be better served by thinking about this topic before, during and after they invest. You can only spend what you have after tax, after fee. I suggest you invest some time in thinking about the wisdom that Doug shares.
Welen
This book could/should be used as a handbook for investment professionals considering tax aware investing. Doug has compiled years of research, insight and practice into a concise "manual" to shed some light on this complicated,and ever-changing aspect of investment management. Billions of dollars are needlessly lost each year from investors' portfolios because investment professionals fail to consider the impact of taxes when constructing and managing investment portfolios.

The book is very well written and organized. Hopefully, more people will realize the importance of taxes on portfolio performance and be drawn to firm's who can add value by having the knowledge and the ability to "play the game". This is especially true in a low return environment where the tax burden can have a meaningful impact in overall returns.

e-Books related to Tax-Aware Investment Management: The Essential Guide