17 April 2014

Financial Decision Making: The Key to Your Clients’ Retirement Security (Video)

Posted In: Private Wealth Management

William Reichenstein, CFA, the Powers Professor of Investments at Baylor University and a principal at Social Security Solutions, discusses his award-winning article “Two Key Concepts for Wealth Management and Beyond,” which he coauthored with Steve Horan, CFA, CIPM, and William Jennings, CFA.

Reichenstein 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.

This episode of the Take 15 Series was originally released on 6 March 2014.

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Tags: private wealth, Take 15, taxes, Videos

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About the Author(s)

Lauren Foster

Lauren Foster was a content director on the professional learning team at CFA Institute and host of the Take 15 Podcast. She is the former managing editor of Enterprising Investor and co-lead of CFA Institute’s Women in Investment Management initiative. Lauren spent nearly a decade on staff at the Financial Times as a reporter and editor based in the New York bureau, followed by freelance writing for Barron’s and the FT. Lauren holds a BA in political science from the University of Cape Town, and an MS in journalism from Columbia University.