At the Money: How to Pay Less Capital Gains Taxes

At the Money: How to Pay Less Capital Gains Taxes

We're coming up on tax season, after a banner year for stocks. Successful investors could be looking at a big tax bill from the US government. But how can you avoid sticker shock when Uncle Sam comes knocking? On this episode of At the Money, Barry Ritholtz speaks to Ari Rosenbaum about investment vehicles designed to avoid big tax bills. Rosenbaum serves as the Director of Private Wealth Solutions at O’Shaughnessy Asset Management. He leads the team that delivers OSAM strategies to advisors, consultants, wealth management firms, multi-family offices and private banks.

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At The Money: How Fixed-Income Investors can use ETFs to their Best Advantage.

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8 Juni 1h 14min

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5 Juni 1h 41min

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3 Juni 20min

Remembering the Life and Work of Jonathan Clements

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Barry sits down with Jason Zweig and William Bernstein. They discuss "Money and Me" the last book of author and journalist Jonathan Clements. Jason and William also examine Clements's approach to pers...

29 Maj 1h 2min

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28 Maj 17min

The Future of Automation and AI with Honeywell CEO Vimal Kapur

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Barry sits down with Vimal Kapur, Chairman and CEO of Honeywell. They discuss the future of Honeywell as well as Kapur's plan to split the company into three separate entities. They also break down ho...

22 Maj 57min

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