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Portfolio Management through Time: Transaction Costs, Rebalancing, and Taxes

Enterprising Investor
Enterprising Investor
Episode • Jun 21, 2010 • 10m

In episode #052, Scott Stewart, CFA, discusses main elements of portfolio shortfall and transaction costs and the impact of rising tax rates.

Guiding Assets • Portfolio Management through Time: Transaction Costs, Rebalancing, and Taxes • Listen on Fountain