B2C, Portfolio Management and Taxes - Financial Advisor Source

Transcript: Jim O’Shaughnessy on Infinite Wisdom

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MARCH 25, 2025

And I also made the mistake of making a B2C, whereas that’s supposed, that was a, a huge mistake should have gone B2B because I later learned, you know, I was a level playing field guy and like people couldn’t just buy their no loads and everything. The, the tax side of it was a game changer. That’s right.

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Transcript: Jim O’Shaughnessy on Infinite Wisdom

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