Part 3: The Long And Short On Tax-Aware, Long-Short (TALS) Investing Retire Smarter With Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP® podcast

コンテンツは Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®, Kevin Kroskey, Tyler Emrick, and CFA® CFP® によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャストコンテンツは、Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®, Kevin Kroskey, Tyler Emrick, and CFA® CFP® またはそのポッドキャストプラットフォームパートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。

Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP® »
Part 3: The Long and Short on Tax-Aware, Long-Short (TALS) Investing

14d ago 37:43

MP3•エピソードのホーム

Remember in 2022 when both stocks and bonds fell in lockstep? Did you think diversification failed? Want to build a more diversified, resilient portfolio to better grow and protect your hard-earned dollars?

Hear Kevin Kroskey, CFP®, MBA discuss how the TALS strategy adds unique sources of returns to your portfolio outside of traditional stocks and bonds.

Here’s some of what we discuss in this episode:

How this strategy helps with asset allocation and tax efficiency.
The strategy involves long and short positions in a basket of stocks.
Who are the clients that would benefit the most from this?

Have questions?

Need help making sure your investments and retirement plan are on track? Click to schedule a free 15-minute call with one of True Wealth's CFP® Professionals.

http://bit.ly/calltruewealth

161 つのエピソード

#Trading #Business #Retirement Income #Business News #Kevin Kroskey #News #Careers