Jon Sindreu
speaker
150 appearances
3 recordings
1 series
first heard Aug 2017
last heard Jan 2025
Jon Sindreu’s voice in public audio — every appearance, attributed to the second.
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Appearances
They will tell you, hey, you should move these dividend stocks to your tax shelter account.
Don't hold them in a taxable account.
This kind of stuff, right?
It's just very easy to do these days.
You see a range of options in the market.
If you have an account with a robo-advisor, what you broadly can get here is automated tax harvesting.
You can get, in some cases, direct indexing.
Not in every case.
You can also get just some simple automated...
tax management of where you're putting each of your assets, which actually makes a big difference.
And we sometimes can't keep track, right?
So for example, if you have a 401k or any type of tax sheltered account, it's okay to have dividend paying stocks there.
It's okay to have bonds that pay interest there because it's tax sheltered.
If you put it in a taxable account, then you're paying tax on all that stuff.
So it makes a lot of sense to keep that in your 401k.
And if you have more money and you have a taxable account, then you can keep maybe ETFs that deliver capital gains in there.
So it's just a simple way to optimize your final tax bill.
But for a lot of people, this makes a big difference.
WSJ Your Money Briefing · We Cheer Companies' Earnings, but Punish Their Stocks · 3 Aug 2017
podcast
Well, it is one of those stock market cliches, and I would say that it indeed happens in many situations, such as central banks announce something and you don't quite understand the significance of it quite yet, but you buy the rumors, sell the news, and hope for the best.
In this case, if we look at a historical time series, it doesn't seem to be that common.
Showing 101–120 of 150 · page 6 of 8
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