Taxes can take a big bite out of investment returns. We look for ways to turn the pain into gain with Vanguard tax specialist, Joel Dickson, plus we strategize with noted global value investor, Tom Russo and Morgan Stanley’s asset allocation guru David Darst.

Chief Investment Strategist, Global Wealth Management
Morgan Stanley

“The One Investment…” Energy Infrastructure - Fiduciary-Claymore MLP Opportunity (FMO)   Price: $22.88 on 10/26   52-week range: $19.49 - $25.82

Head of Active Quantitative Equity Department
Vanguard

“The One Investment…” Efficient Portfolio - Vanguard Total Stock Market Index (VTSMX)   Price: $36.57 on 10/25   52-week range: $32.80 ‚ $37.80

Partner
Gardner Russo & Gardner

“The One Investment…” Global Brand - Nestle SA (NSRGY)   Price: $115.75 on 10/26   52-week range: $78.00 - $114.55

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