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Keeping it Simple on the Road | Ep.6: Endeavoring to Diversify

Keeping it Simple with Simplify Asset Management

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The Tax Advantage of Corporate Bonds

A total return swap is actually quite a bit more tax efficient for a retail investor if you can capture it through an ETF. So I also think corporate bonds are not tax-efficient instruments. The relative performance between these various assets, how much is the tax treatment more or less important than the trading or allocation? Is it significant to make a difference? I think they all play a role.

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