Aug 30, 2010
Doug S. Rogers, CFA, discusses the history of after-tax mutual fund reporting, and the basics of pre- and post-liquidation reporting, and how to use after-tax reporting in making investment decisions.
Aug 27, 2010
In episode #068, Robert N. Gordon discusses retirement withdrawal strategies and tax considerations, as well as other questions that remain unanswered.
Aug 23, 2010
In episode #067, Cliff Quisenberry, CFA, discusses the risk and return characteristics of frontier equity markets and their role in a diversified portfolio.
Aug 19, 2010
In episode #044, Paul Bouchey, CFA, discusses the effect of volatility on long-term capital accumulation and the implications for active tax-management and tax-aware passive portfolio management.
Aug 16, 2010
In episode #066, Richard L. Peterson provides a medical and emotional description of irate clients and discusses techniques for dealing with them and how advisors should frame solutions.