Orion's The Weighing Machine

Ep. IV – Beta & Taxes


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What do we mean by investment theme? And just what – again – is smart beta?? Plus special guest Joe Smith, portfolio manager and human computer, at CLS Investments. Joe will discuss the impact of tax reform on your portfolio and whether machines are going to replace us all!

Guest:  Joe Smith – Senior Market Strategist, CLS Investments

Hosts:  Rusty Vanneman, CFA, CMT – Chief Investment Officer, CLS Investments and Robyn Murray – Writer

3233-CLS-11/16/2017

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Orion's The Weighing MachineBy Orion Portfolio Solutions

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