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 & […]

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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.

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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.

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