Avoiding the Tax Man: Bruce Lavine on how to Diversify Without Getting Burned
Lead-Lag Live - En podcast af Michael A. Gayed, CFA

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In this episode of Lead-Lag Live, I sit down with Bruce Levine, COO and Head of ETFs at Astoria Portfolio Advisors, to talk about one of the biggest problems facing investors today — how to diversify out of concentrated stock positions without triggering massive tax bills. We dig into the upcoming launch of the LCOR ETF, built around the innovative 351 exchange structure, and how it can help investors turn overexposed gains into a diversified, actively managed portfolio. In this episode: Why...