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 co-authored with
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 co-authored with Steve Horan, CFA, CIPM, and William Jennings, CFA. Dr. 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.
The Take 15 Series is a series of short interviews with leading practitioners on timely topics focused on the investment profession.