Stuart Lucas, CFA & Steve Curley, CFA: Tax Alpha Amid a Changing Tax Regime


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Our guest today is Stuart Lucas, founder and Chief Investment Officer of Wealth Strategist Partners, a firm that advises complex family enterprises. He also co-founded the University of Chicago's Private Wealth Management program, now in its fourteenth year.

Our conversation today focuses on his book, The Taxable Investor’s Manifesto: Wealth Management Strategies to Last a Lifetime. We discuss why investors typically treat taxes as an afterthought, his analogy of taxable and non-taxable investors playing the same game by two different rules, what his thoughts are about how to position your portfolio based on a possible Biden victory in November, and how he perceives the different alternative investments from a tax perspective.

Our local co-host today is Steve Curley, CFA, CIO of WaterOak Advisors and current President of the CFA Society of Orlando. Please enjoy the episode.

Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL

60 episodes