Aaron Katsman
End of the Year Financial Tuning
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:11:57
- More information
Informações:
Synopsis
We are approaching the end of the year, and as usual, we are wondering where the time went. How can you make your portfolio more efficient vis-à-vis tax as well as make sure that it still matches the goals and risk tolerance levels that you set forth on the outset?