AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
5min chapter
Rick Bookstaber, Fabric: A Framework for Risk Management from an Industry Pioneer
The Investors First Podcast
Investing in Equities - Tax Constraints
For the majority of affluent investors, that's one thing we didn't hit on, another area of complexity. When you do an optinization, even an oinization, with tax considerations added, it's all disting ushold have forty two point three % of your portfolio and such and such as ti. But if you do these things of nopping cap way to being well diversified, having acid liability more or less matching, it's not like you have to do adjustments every quarter, every six months. Reele ston, before i ges, two more questions, one question before end to episode. Question, i'll say that five times fast: What are some
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode