Construction Planning Risk Management Tax Planning 
Barry Ritholtz
OCTOBER 19, 2022
Tell us a little about your plans coming out of college. 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.
Barry Ritholtz
AUGUST 15, 2023
Was that the plan or was he just going to announce it? That was never part of the plan, didn’t happen. It’s much more about security selection and a relatively static portfolio construction. It’s part of their own tax planning. RITHOLTZ: Did he, was he going to have you at the annual meeting?
Expert insights. Personalized for you.
111 
Let's personalize your content