25 min listen
Investment Exchange Forum: Tax-loss Harvesting
Investment Exchange Forum: Tax-loss Harvesting
ratings:
Length:
29 minutes
Released:
Jul 2, 2020
Format:
Podcast episode
Description
CFA Society Chicago member Rich Excell, CFA, chats with Brian Langstraat, CFA, President & CEO of Parametric on tax-loss harvesting strategies, why they work, when they don’t and what you need to know about them. Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard Connect with Brian on LinkedIn @ brian-langstraat For more episodes go to www.cfachicago.org/podcasts
Released:
Jul 2, 2020
Format:
Podcast episode
Titles in the series (100)
CFA Society Chicago and OIC Episode 1 of 3: Basic Option Concepts with Rich Excell, CFA & Joe Burgoyne: CFA Society Chicago member Rich Excell, CFA joins Joe Burgoyne from the Options Industry Council (OIC) for part 1 to discuss basic option concepts. Connect with Rich on LinkedIn @richexcellcfa and Twitter @ExcellRichard Connect with Joe... by CFA Society Chicago