Communication Construction Risk Management Tax Planning 
Barry Ritholtz
OCTOBER 19, 2022
So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.” They’ll construct the portfolio. They’ll do tax planning, right? We’ll do estate planning and other complex financial planning. They have a risk management technology.
Barry Ritholtz
AUGUST 15, 2023
SEIDES: And I’ll tell you a story that’s fun about the communication of it too. It’s much more about security selection and a relatively static portfolio construction. It’s part of their own tax planning. ” It wasn’t that they didn’t communicate that. SEIDES: Correct.
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