EPISODE · Jul 2, 2020 · 28 MIN
Investment Exchange Forum: Tax-loss Harvesting
from CFA Society Chicago
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
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Investment Exchange Forum: Tax-loss Harvesting
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