Issue No. 01 — A Diagnostic
Most investors are paying a tax they can't see.
Mutual fund distributions, stale asset locations, tax-unaware rebalancing, missed harvests. Each small. Together, meaningful. In six questions, see where yours might be.
Six questions. About four minutes.
What you'll receive
Three tax-drag findings specific to your answers, each with a concrete question you can bring to your advisor, your CPA, or answer yourself.
What you won't
A performance pitch. A promise of returns. A sales call pretending to be an assessment. This isn't that.
How it works
Six short questions about how your portfolio handles tax. Your answers match against two decades of patterns. No account linking. No document uploads. About four minutes.