--- title: Investment Planning description: Maximize your investment returns with these key insights for long-term investors in Q4 2023. Discover the implications of the latest Fed projections and navigate the maximum tax on capital gains and dividends. image: https://blog.crossborder-wealth.com/hubfs/CBW%20WEBSITE%20IMAGES%202024/Homepage_18.jpg --- [Skip to content](https://blog.crossborder-wealth.com/insights/investment-planning#main-content) [![CROSS BORDER | WEALTH](https://blog.crossborder-wealth.com/hubfs/CBW%20BRANDING%202024/POSITIVE%20BLUE.svg "CROSS BORDER | WEALTH")](https://crossborder-wealth-5213925.hs-sites.com/home) - [Who We Are](https://crossborder-wealth.com/who-we-are) - [What We Do](https://crossborder-wealth.com/what-we-do) - [Why Us](https://crossborder-wealth.com/why-us) - [Insights](https://crossborder-wealth.com/insights) - [Weekly Articles](https://blog.crossborder-wealth.com/insights) - [Download Guides](https://info.crossborder-wealth.com/guides-form) - [Monthly Newsletter](https://info.crossborder-wealth.com/insights-subscription) - [Careers](https://crossborder-wealth.com/careers-without-borders) - [Contact Us](https://crossborder-wealth.com/contact-us) ![](https://blog.crossborder-wealth.com/hubfs/CBW%20WEBSITE%20IMAGES%202024/Homepage_18.jpg) # Investment Planning - [Global Wealth Management](https://blog.crossborder-wealth.com/insights/tag/global-wealth-management) - 0 mins **Maximum tax on long-term capital gains and qualified dividends** ![](https://blog.crossborder-wealth.com/hs-fs/hubfs/undefined-Oct-06-2023-03-54-37-9058-AM.png?width=600&height=594&name=undefined-Oct-06-2023-03-54-37-9058-AM.png)   **Unearned income Medicare contribution tax ("net investment income tax")** ![](https://blog.crossborder-wealth.com/hs-fs/hubfs/undefined-Oct-06-2023-03-54-37-7209-AM.png?width=600&height=230&name=undefined-Oct-06-2023-03-54-37-7209-AM.png) Cross Border Wealth is a SEC-registered investment adviser which may only transact business in those jurisdictions in which it is registered or qualifies for an exemption or exclusion from registration requirements.  Cross Border Wealth may discuss and display charts, graphs, formulas, stock, and sector picks which are not intended to be used by themselves to determine which securities to buy or sell, or when to buy or sell them. This specific information is limited and should not be used on their own to make investment decisions.  All information provided in this article is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investment, or investment strategies. Please ensure to first consult with a qualified financial adviser and or tax professional. Further, please note that while said information has been obtained from known sources which are believed to be reliable, none of these are guaranteed. ## Latest posts - [ALL POSTS](https://blog.crossborder-wealth.com/insights/all) [![U.S. Dollar Rebound: The Impact of Rising Rates and Government Debt](https://blog.crossborder-wealth.com/hubfs/Blog%20Images/Clearnomics_Chartbook-Andoni_Yturralde_2026-10-05_22-35-45_147482706964_Page_2-1.png)](https://blog.crossborder-wealth.com/insights/u.s.-dollar-rebound-the-impact-of-rising-rates-and-government-debt) [Market Insights](https://blog.crossborder-wealth.com/insights/tag/market-insights) Oct, 6, 2026 - 2:30 AM ### [U.S. Dollar Rebound: The Impact of Rising Rates and Government Debt](https://blog.crossborder-wealth.com/insights/u.s.-dollar-rebound-the-impact-of-rising-rates-and-government-debt) [![Quarterly Market Outlook for Q4 2026: Rising Rates, New Market Highs, and Fed Hikes](https://blog.crossborder-wealth.com/hubfs/Blog%20Images/Clearnomics_Chartbook-Andoni_Yturralde_2026-10-05_22-34-53_418742807705_Page_2-1.png)](https://blog.crossborder-wealth.com/insights/quarterly-market-outlook-for-q4-2026-rising-rates-new-market-highs-and-fed-hikes) [Market Insights](https://blog.crossborder-wealth.com/insights/tag/market-insights) Oct, 6, 2026 - 2:30 AM ### [Quarterly Market Outlook for Q4 2026: Rising Rates, New Market Highs, and Fed Hikes](https://blog.crossborder-wealth.com/insights/quarterly-market-outlook-for-q4-2026-rising-rates-new-market-highs-and-fed-hikes) [![Cross Border Wealth](https://blog.crossborder-wealth.com/hubfs/CBW%20BRANDING%202024/FAVICON%20POSITIVE%20WHITE.svg "Cross Border Wealth")](https://www.crossborder-wealth.com) #### New York Office 230 Park Avenue 4th floor West New York, NY 10169 United States of America +1 (646) 688-5333 #### Pittsburgh Office 223 Fourth Avenue Third Floor Benedum Trees Building Pittsburgh, PA 15222 United States of America +1 (646) 688-5333 #### Manila Office 10th Fl. 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