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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