Guide
Balancing Taxation with Investment Returns
Tax efficiency matters, but it should improve an investment strategy rather than dictate it; the better comparison is expected after-tax return within an appropriate level of risk.
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MarketReview author profile
Monica Stankowski
Market Analyst
ActiveMonica Stankowski approaches market analysis by asking which evidence is most useful for the question at hand. Her work draws on fundamentals—such as economic conditions, company performance and valuation—as well as price behaviour, market trends and trading activity.
Rather than treating fundamental and technical analysis as rival camps, Monica uses them as different lenses. Underlying data can help establish what a business or market may be worth; price action can reveal how participants are responding in real time. Neither method offers certainty, and each has limits that need to be made clear.
For MarketReview, Monica interprets market conditions, weighs competing explanations and identifies the developments that could strengthen or overturn a prevailing view. Her analysis is designed to give readers a disciplined way to think about what may happen next, without presenting forecasts as guarantees.
Areas of coverage
- Financial markets
- Fundamental analysis
- Technical analysis
- Valuation
- Market trends
- Forex
- Bullion
Published work
Latest work by Monica Stankowski
News, analysis and evergreen financial guides credited to this author.
Guide
Avoiding Taxation on Investment Income
Investment taxes depend on what you own, where you hold it and when income or gains are recognized, so tax efficiency comes from coordinating account choice, asset location and realization decisions.
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Guide
Deferring Taxation on Capital Gains
Capital-gains tax is usually triggered by realization rather than market appreciation, which gives investors some control over timing but does not make indefinite deferral the right choice.
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Guide
Taxation & Different Asset Classes
Different investments can create very different tax bills, so a portfolio should be judged by after-tax returns without letting tax considerations override risk, liquidity and investment fit.
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Guide
Taxation
Taxation shapes how much of your income and investment return you ultimately keep, but the rules differ by source, account, transaction and jurisdiction. A useful tax framework separates…
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Guide
Real Estate Securities
Real estate securities provide property exposure through REITs, real estate companies and funds, combining easier access and liquidity with market, leverage and sector risks.
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Guide
Real Estate Trading
Real estate trading can produce a profit from buying and reselling property over a short period, but success depends on valuation, financing, renovation control, liquidity and a realistic exit price.
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Guide
Ways to Trade Bullion
Bullion can be owned directly or traded through accounts, exchange-traded products and derivatives, with each route changing the costs, liquidity and risks you take on.
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Guide
What Drives Bullion Prices?
Bullion prices reflect changing monetary conditions, investment flows and physical supply and demand, with gold, silver and platinum responding differently to each force.
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