Concentration Construction Tax Planning Treasury 
CFO News Room
DECEMBER 26, 2022
stocks (which have a lengthy track record of outperforming inflation over long time horizons) and Treasury Inflation-Protected Securities (TIPS). Altogether, Kinder’s first question is a valuable tool for advisors to work constructively with clients to help them discover their true goals.
Barry Ritholtz
AUGUST 15, 2023
It’s much more about security selection and a relatively static portfolio construction. It’s part of their own tax planning. So you go back a couple of years and you could say, “Well, what return is available buying a treasury?” You still had 2012 to 2017 to finish the bet. Let Bill worry about it.
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