Taxable Investment Accounts
They’re only taxable if you sell.
So the real question is… why sell? Why not borrow instead?
When used the right way, these accounts give you real flexibility, real liquidity, and real control. You invest on your timeline. You keep access to your money. And you dramatically reduce the tax drag that quietly eats away at long-term returns.
Below are a few simple next steps. You can open an account, check out real portfolio examples (for education only), schedule a call so we can talk through what makes sense for you, or join The Perfect Portfolio class if you want the full step-by-step strategy and support.
Either way, you’re in the right place. Let’s put this to work.
* The information on this page is shared for educational purposes only and is not a recommendation or financial advice.
M1 is a platform many of our students choose because it offers automation and a simple interface. It’s often used by people who want an easy way to build and manage a long-term investment portfolio.
This is one of Mark’s personal investment portfolios shown for educational and example purposes only. It is not intended as investment advice, a recommendation, or a solicitation to buy or sell any security. Your situation, goals, and risk tolerance may be different.
Some investors choose platforms like Robinhood for access to more tools and features. We’re sharing it here as an informational option only, not as a recommendation. Always do your own research and choose the platform that fits your needs and experience level.
This is an opportunity for a brief (<15 min) educational conversation with Mark Quann to discuss concepts from the book, learn about the courses, and talk generally about financial education topics. No personalized investment, tax, or legal advice is provided.
If you want to go deeper and build your financial IQ, The Perfect Portfolio course teaches educational strategies, frameworks, and principles used by investors to better understand money, taxes, and investing.
This course is for education only and does not provide personalized financial advice.
Disclaimer: All content on this page is for educational purposes only and should not be considered financial, investment, tax, or legal advice. Examples shown are illustrative only. Always consult with a licensed professional before making financial decisions.
