Podcast Name
Wealth Management
March 2024
70 minutes
Quick Drop: Wes Gray – Talking about BOXX, creating an ETF, and more
The Business Brew
Alpha Architect’s Wes Gray talks about the BOXX ETF, how he helps people start their own ETFs, why value & […]
Portfolio Management
June 2019
36 minutes
Andrea Schaffer – Tax-Smart Investing: Strategies to Minimize Tax Burden and Grow Wealth
Andrea Schaffer discusses opportunity zones, their tax planning mechanics, and how they intersect with social responsibility considerations.
Portfolio Management
March 2019
43 minutes
Manny Friedman – EJF on Economic Opportunity Zones
Manny Friedman discusses Economic Opportunity Zones, tax-driven capital reallocation, and the potential benefits and pitfalls of the bipartisan initiative.