Reducing Portfolio Cost and Tax Drag: Danielle DiMartino Interviews Vance Barse
Автор: Your Dedicated Fiduciary
Загружено: 2022-09-18
Просмотров: 33
Описание:
Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, discusses how to reduce portfolio cost and tax drag in taxable brokerage accounts with Danielle DiMartino, leading economic thought leader and former Federal Reserve insider.
Download "Fiduciary Wealth Management: The Millionaire's Guide to Hiring the Right Financial Advisor": https://mailchi.mp/d01f8c4ed3c1/yourd....
D. Vance Barse is an investment adviser representative with and offers advisory services through Commonwealth Financial Network®, a Registered Investment Adviser.
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