CFA Society Chicago member Rich Excell, CFA, chats with Brian Langstraat, CFA, President & CEO of Parametric on tax-loss harvesting strategies, why they work, when they don’t and what you need to know about them.
Recorded: 06/02/2020
Find Rich on LinkedIn @richexcellcfa
Find Rich on Twitter @ExcellRichard
Find Brian on LinkedIn @brian-langstraat
