4 Podcast Episodes
Managing for the Inevitable: An Interview with the Author of “The Taxable Investor’s Manifesto”
Managing for the Inevitable: An Interview with the Author of “The Taxable Investor’s Manifesto”
Published in May 2020, the latest book from Stuart Lucas, “The Taxable Investor’s Manifesto” covers a wealth of his expe... Read more
25 Nov 2020
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17mins
Stuart Lucas, CFA & Steve Curley, CFA: Tax Alpha Amid a Changing Tax Regime
Stuart Lucas, CFA & Steve Curley, CFA: Tax Alpha Amid a Changing Tax Regime
Our guest today is Stuart Lucas, founder and Chief Investment Officer of Wealth Strategist Partners, a firm that advises... Read more
15 Oct 2020
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48mins
Profit Maximization and Retention Strategies With Stuart Lucas and Andy Augenblick
Profit Maximization and Retention Strategies With Stuart Lucas and Andy Augenblick
Maximizing your profits by minimizing expenses in investment portfolios and art with wealth manager Stuart Lucas and art... Read more
10 Feb 2018
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25mins
Wealth: Roey Diefendorf & Stuart Lucas with Chuck Martin
Wealth: Roey Diefendorf & Stuart Lucas with Chuck Martin
22 May 2006
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57mins