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Taxes and Private Wealth Management: After-tax Asset Allocation

Taxes and Private Wealth Management: After-tax Asset Allocation. Texas Investment Portfolio Symposium. March 24, 2007 William Reichenstein, PhD, CFA Tom Powers Professor of Investments Baylor University. Outline:. Should taxes matter in asset allocation?

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E return - PowerPoint PPT Presentation

Taxes and Private Wealth Management: After-tax Asset Allocation