Investment Exchange Forum: Tax-loss Harvesting

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.

Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard  

Connect with Brian on LinkedIn @ brian-langstraat

For more episodes go to www.cfachicago.org/podcasts