Tax Impact Awareness
Dan discusses the importance of understanding tax implications when making investment decisions. By introducing a feature that provides real-time tax impact previews, they found that investors are significantly less likely to proceed with transactions that incur taxes. This approach not only helps reduce over-trading but also encourages a more rational decision-making process by highlighting certain costs versus uncertain future benefits.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Dan Egan – Better Investment Outcomes (Capital Allocators, EP.23)
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