On Tuesday, September 26th, we hosted Lucas Turton for a presentation on asset allocation in taxable portfolios.

In this webinar, we discussed asset allocation and investment choices for taxable investors, including:

  • How to estimate future value of a portfolio by considering assets on an after-tax basis

  • Asset allocation and location for optimal tax efficiency

  • Best practices for tax-loss harvesting and navigating the wash-sale rule

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If you have any questions or comments about this presentation, please feel free to reach out at info@windhamlabs.com and we will do our best to answer in a timely manner.

ABOUT OUR SPEAKER

LUCAS TURTON, CFA is a Managing Partner and the Chief Investment Officer at Windham Capital Management, LLC. Lucas joined Windham in 2004 and is responsible for the development and management of Windham’s investment portfolios.He is a member of both Windham’s Management Committee and Investment Committee. Previously at Windham, he was a principal within the asset allocation and risk management technology and advisory group. He has been a guest lecturer at the MIT Sloan School of Management.

Lucas received a Bachelor of Science degree from Cornell University, a Master of Science Degree from Northeastern University, and a Master of Business Administration degree from the Massachusetts Institute of Technology. Lucas is a member of the CFA Institute and the Boston Security Analysts Society.