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Investing Specialists

Conduct a Tax Audit of Your Portfolio

Future market returns may be muted. That makes 'small ball,' like tax-efficient investing, more important.

Note: This article is part of Morningstar's 2018 Portfolio Tuneup week. A version of this article appeared on July 9, 2017.

When the market has been as good as it has been lately, it might be tempting to crack open your investment statement or online portfolio tool, smile at your enlarged balance, and call it a day.