I was on a tax-aware long/short panel yesterday sponsored by Burney Advisory Services. We had ~340 advisers, managers and media in attendance, and a little Q&A box where anyone could ask questions.
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Here are the top 5 categories of questions:
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Quoted in WSJ, Bloomberg, and Barron’s. Published in The Journal of Wealth Management.
Questions, corrections, speaking, consulting. I read everything.
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