Stuart Lucas

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

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

48mins

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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

25mins

Wealth: Roey Diefendorf & Stuart Lucas with Chuck Martin

Wealth: Roey Diefendorf & Stuart Lucas with Chuck Martin

22 May 2006

57mins

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