Aaron Katsman
End of the Year Financial Tuning
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:11:57
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Sinopsis
We are approaching the end of the year, and as usual, we are wondering where the time went. How can you make your portfolio more efficient vis-à-vis tax as well as make sure that it still matches the goals and risk tolerance levels that you set forth on the outset?