Cfa Institute Take 15 Podcast Series
Risk Management and Tax-Aware Portfolio Strategies for Private Clients
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 0:14:09
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Sinopse
In episode #017, David M. Stein discusses portfolio and tax management in the context of the current market environment. He describes: Limitations of diversification and risk management strategies -- Tax efficient portfolio management and the importance of tax management -- Standard and new tax management strategies.
