As a Certified Financial Planner®, I've seen all sorts of investment mistakes. And while getting your general investment strategy right is the most important part of a solid long-term wealth creation plan, you might be surprised at how much of an impact optimizing the tax consequences of your investments can make. In this video, I'll share the five most common tax mistakes I see investors make, so you can avoid them.
*Stock prices used were the morning prices of March 25, 2026. The video was published on March 28, 2026.
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Matthew Frankel is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.