

Episode 70: Dr. Wes Gray discusses the unique tax benefits of ETFs and other topics of interest, host Rick Ferri
11 snips May 30, 2024
Dr. Wes Gray, CEO of Alpha Architect, discusses the unique tax benefits of ETFs, transitioning from a Ph.D. program to the Marine Corps, the evolution of value investing, and maximizing tax efficiency with ETF strategies. They also explore the tax advantages for business owners in Puerto Rico under Act 60.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Exploring Exchange Traded Funds and Academic Journey
02:19 • 2min
From PhD to the Marine Corps: A Journey of Challenges and Success
04:07 • 5min
Navigating the Evolution of Value Investing and ETFs
09:34 • 12min
Exploring Tax Benefits of ETFs
21:28 • 15min
Maximizing Tax Benefits and Efficiency with ETFs
36:21 • 13min
Exploring Tax Benefits for Business Owners in Puerto Rico under Act 60
49:04 • 7min