Rick Bookstaber, Fabric: A Framework for Risk Management from an Industry Pioneer
The Investors First Podcast
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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
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