Financial Decision Making: The Key to Your Clients' Retirement Security

In episode #232, William Reichenstein, CFA, explains the key concepts of tax-efficient investing and how it affects an investment decision. He also suggests easy adjustments that a wealth manager can make that would have a big impact on the client.

Episode metadata supplied by the publisher feed · Published Mar 6, 2014

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Financial Decision Making: The Key to Your Clients' Retirement Security

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