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Ep. VII – Taxes and Trends in 2018
A look back at 2017 and how CLS portfolios performed plus a dive into tax reform and the so-called trend from active to passive investing. With special guest: CLS Portfolio Manager Paula Wieck.
Guests:
Paula Wieck, CFA – Portfolio Manager
Hosts:
Rusty Vanneman, CFA, CMT – Chief Investment Officer, CLS Investments and Robyn Murray – Writer
Production:
Producer – Sadie Brewer, Engineer – Nicholas Harnack, Artwork – Gary Withrow
1082-CLS-1/3/2018
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By Orion Portfolio Solutions
4.6
2222 ratings
A look back at 2017 and how CLS portfolios performed plus a dive into tax reform and the so-called trend from active to passive investing. With special guest: CLS Portfolio Manager Paula Wieck.
Guests:
Paula Wieck, CFA – Portfolio Manager
Hosts:
Rusty Vanneman, CFA, CMT – Chief Investment Officer, CLS Investments and Robyn Murray – Writer
Production:
Producer – Sadie Brewer, Engineer – Nicholas Harnack, Artwork – Gary Withrow
1082-CLS-1/3/2018