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Article

The 50% Rule: Keep More Profit in Your Wallet

Stuart E. Lucas and Alejandro Sanz
The Journal of Wealth Management Fall 2017, 20 (2) 23-28; DOI: https://doi.org/10.3905/jwm.2017.20.2.023
Stuart E. Lucas
is chairman of Wealth Strategist Partners LLC and an adjunct professor of finance in the Booth School of Business at the University of Chicago in Chicago, IL
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Alejandro Sanz
is an investment analyst at Wealth Strategist Partners in Chicago, IL
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Abstract

This article evaluates the portion of the profit from various investments—index funds, active mutual funds, private equity funds, and hedge funds—that actually accrue to the taxable owner of the capital at risk. It then compares how the returns to taxable investors compare with tax exempt ones and explores the implications of these differences and their potential impact on investment strategy.

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The Journal of Wealth Management: 20 (2)
The Journal of Wealth Management
Vol. 20, Issue 2
Fall 2017
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The 50% Rule: Keep More Profit in Your Wallet
Stuart E. Lucas, Alejandro Sanz
The Journal of Wealth Management Jul 2017, 20 (2) 23-28; DOI: 10.3905/jwm.2017.20.2.023

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The 50% Rule: Keep More Profit in Your Wallet
Stuart E. Lucas, Alejandro Sanz
The Journal of Wealth Management Jul 2017, 20 (2) 23-28; DOI: 10.3905/jwm.2017.20.2.023
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  • Article
    • Abstract
    • THE 50% RULE FOR TAXABLE INVESTORS
    • TAXABLE INVESTORS ARE DISADVANTAGED RELATIVE TO TAX-EXEMPT INVESTORS
    • A WORD ON INFLATION AND INTEREST RATES
    • IMPLICATIONS FOR INVESTMENT STRATEGY
    • IMPLICATIONS FOR ADVISORS AND THEIR INCENTIVES
    • CONCLUSION
    • ENDNOTES
    • REFERENCES
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More in this TOC Section

  • Editor’s Letter
  • Well-Being Advisers
  • Editor’s Letter
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