Paula Wieck of CLS Investments - Taxes and Trends in 2018

from Orion's The Weighing Machine · host Orion Portfolio Solutions

Guest: Paula Wieck, CFA – Portfolio Manager. A look back at 2017 and how CLS portfolios performed plus a dive into tax reform and the so-called trend from active to passive investing. Hosts: Rusty Vanneman, CFA, CMT – Chief Investment Officer, CLS Investments and Robyn Murray – Writer Production: Producer – Sadie Brewer, Engineer –...

Episode metadata supplied by the publisher feed · Published Jan 4, 2018

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Paula Wieck of CLS Investments - Taxes and Trends in 2018

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