Highlights
• Active and passive investing
• Dividend-paying stocks, value stocks, and the net investment income tax
• Favorable capital gain strategies and the netting process
• Exchange-traded funds (ETFs), stock options, and straddles
Objectives
• Determine the investor's goals, appropriate strategies, and their taxation
• Recognize how dividends, long and short stock sales, ETFs, options, and straddles are taxed
• Identify the government's restrictions on investment strategies designed to reduce risk and extend holding periods