JANUARY / FEBRUARY 2015
5 Tax-Aware Investing:
An Interview with
Douglas S. Rogers, CFA®
10 The Trinity of Asset
Location: Taxes, Returns,
and Time Horizon
15 Tax-Efficient Investing:
Tactics and Strategies
19 Fire, Ready, Aim: An
After-Tax Target Few
Have in Their Sights
22 Net Investment
Income Tax: Year-One
Retrospective
Tax-Aware Investing
