Take Control of the Taxes on Your Investments Shaun expresses a bit of well-justified frustration about the lack of attention given to tax planning in the financial services industry. He highlights a common scenario where financial advisors direct tax-related questions to accountants, and vice versa, creating confusion for clients. Shaun mentions his previous firm’s policy of disclaiming tax advice even when providing accurate information. While people believe nothing can be done about taxes, there are basic tax planning strategies that many individuals overlook. Shaun shares the importance of
About the author
Founder of Jones Fiduciary Wealth Management. He spent nearly two decades on the legacy side of the industry before building a fee-only fiduciary firm where the tax strategy comes first and the portfolio follows. Author of UnBrainwashed Investing.
