The Big Picture

OCTOBER 19, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , Bloomberg , and Acast. So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.” They’ll do tax planning, right? RAMPULLA: Yeah.

Financial Advisor 280

Financial Advisor Clients Taxes Investing 280

The Big Picture

AUGUST 15, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. It’s part of their own tax planning. Last question on ESG, certain folks have been saying, “Hey, you know, it works as a pretty good risk management filter.

Management 130

Management Investments Investing Government 130

The Big Picture

OCTOBER 3, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. 01:19:36 [Speaker Changed] Absolutely.

Taxes 274

Taxes Banking Clients Management 274