Justin Bender and Dan Bortolotti

Decorative pattern

Tax implications of investing abroad

Diversifying a portfolio with U.S. and international stocks offers great benefits, but those benefits carry a cost: foreign withholding taxes

By Justin Bender and Dan Bortolotti |July 3, 2015

2 min read

Decorative pattern

CE Course: After-tax returns: How to estimate the impact of taxes on ETF performance

COURSE SUMMARY Justin Bender and Dan Bortolotti of PWL Capital explain how to estimate the impact of taxes on ETF performance. Introduction If clients hold ETF investments outside registered accounts, taxes can take a big bite out of returns. Unfortunately, comparing the tax-efficiency of similar ETFs is difficult, because there is no standard method for […]

By Justin Bender and Dan Bortolotti |January 23, 2015

15 min read

Decorative pattern

As easy as ACB: Understanding and tracking adjusted cost base with ETFs

Justin Bender of PWL Capital and Dan Bortolotti of PWL Advisors explain ACB reporting for ETFs

By Justin Bender and Dan Bortolotti |June 2, 2014

9 min read

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