2012, Risk Management and Tax Planning - Financial Advisor Source

Transcript: Ted Seides

The Big Picture

AUGUST 15, 2023

You still had 2012 to 2017 to finish the bet. It’s part of their own tax planning. Last question on ESG, certain folks have been saying, “Hey, you know, it works as a pretty good risk management filter. It’s much more about security selection and a relatively static portfolio construction.

Management

Management Investing Investments Government

Transcript: Gary Cohn

The Big Picture

OCTOBER 3, 2023

It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. How fundamental was that to your learning about investing, trading risk management, starting with futures? 01:19:23 [Speaker Changed] I i I think that we’ll say, Hey, this tax plan worked pretty well.

Taxes

Taxes Banking Clients Government

Financial Advisor Source

Transcript: Ted Seides

Transcript: Gary Cohn

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