Tax Sensitive Investing (Part 1)

This week we seek to enhance results by drilling all the way into holdings, and consider the different tax treatments of holdings. We rank from worst to best, the various options that investors have at their disposal. Enjoy this episode, as Amy Martin makes her first impact on the ASV studio!

Weekly Roundup - Oct 5 - 9 2026.pdf

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Verses of the week: For because of this you also pay taxes, for the authorities are ministers of God, attending to this very thing. Pay to all what is owed to them: taxes to whom taxes are owed, revenue to whom revenue is owed, respect to whom respect is owed, honor to whom honor is owed. -Romans 13:6-7, ESV

References:

https://www.barchart.com/story/news/6065943/the-s-p-500-is-near-record-highs-so-why-does-your-portfolio-feel-like-a-bear-market

https://www.barrons.com/articles/high-yield-closed-end-bond-funds-cefs-discount-6a137d35?st=nCyx8c&reflink=article_email_share

https://seekingalpha.com/news/4649817-treasury-yields-retreat-after-the-softer-september-payrolls-report

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