InvestTalk
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
InvestTalk 3-13-2024 – Tax-Efficient Portfolio Makeovers May Be Less Painful Than You Think
46 minutes Posted Mar 14, 2024 at 12:06 am.
0:00
46:41
Download MP3
Show notes

Proper accounting of cost basis is essential to avoid paying more in taxes.

 

Today's Stocks & Topics: EQT - EQT Corp., DOX - Amdocs Ltd., Tax-Efficient Portfolio Makeovers May Be Less Painful Than You Think, LEG - Leggett & Platt Inc., Mining Sector, CHRD - Chord Energy Corp., COP - ConocoPhillips, Gold Prices, PG - Procter & Gamble Co.



Our Sponsors:
* Check out Anthropic: https://claude.ai/INVEST
* Check out Gusto: https://gusto.com/investtalk
* Check out Progressive: https://www.progressive.com
* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.com


Advertising Inquiries: https://redcircle.com/brands