Tax Sensitive Investing (Part 2)

Today on this ASV+ Episode, we’ll talk Global growth in 2027, Investment Themes and the outlook, and we’ll tackle this week’s core content (Tax Sensitive Investing – Part 2)… all about the tax treatment of various account types.

Weekly Roundup - Oct 12-16 2026.pdf

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Weekly verse:

Then he said to them, “Therefore render to Caesar the things that are Caesar's, and to God the things that are God's.” - Matthew 22:21, ESV

References:

https://www.bloomberg.com/news/live-blog/2026-10-13/imf-world-bank-annual-meetings-in-bangkok?ai=eyJpc1N1YnNjcmliZWQiOnRydWUsImFydGljbGVSZWFkIjpmYWxzZSwiYXJ0aWNsZUNvdW50IjowLCJ3YWxsSGVpZ2h0IjowfQ==

https://www.barrons.com/articles/the-fed-raise-interest-rates-more-october-pause-2cd6d5af?st=cA7mEk&reflink=article_email_share

https://www.cnbc.com/2026/10/10/jpmorgan-sees-once-in-a-generation-opportunity-in-fixed-income-space.html

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

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