Practical analysis for investment professionals
17 April 2014

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

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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Please note that the content of this site should not be construed as investment advice, nor do the opinions expressed necessarily reflect the views of CFA Institute.

About the Author(s)
Lauren Foster

Lauren Foster is 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.

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