Cfa Institute Take 15 Podcast Series
Asset Allocation for Taxable Private Clients
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 0:12:44
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Sinopse
In episode #033, Gordon B. Fowler, Jr. discusses how a wealth manager should approach asset allocation and the role of index funds and alternative assets in a private client portfolio.
