3 Tenets for Tax-Aware Investing

Webinar
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Summary

Taxes can erode portfolio returns, diminish disposable income, and impact after-tax wealth. When it comes to tax planning, investors need to think ahead – not just during Q4 or while taxes are being prepared. This webinar reviews three tax tenets to help investors achieve better tax outcomes: 1. It may be possible to reduce investment “fees” from taxes 2. Asset location can be as important as asset allocation. 3. Uncle Sam can be a coach, not just a referee. 

Speaker

Andrew Wiginton
Vice President, Regional Director, Eaton Vance

Andrew Wiginton is a vice president of Eaton Vance Distributors and regional director for the firm’s brokerage sales team. He is responsible for marketing Eaton Vance products and services in Texas. He joined Eaton Vance in 2018.

Andrew began his career in the investment management industry in 1999. Before joining Eaton Vance, he was a regional director at Wells Fargo Asset Management. Previously, he worked at Van Kampen Investments.

Andrew earned a B.B.A. from the University of Houston.