93380.pdf
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This is 2007 CFA Level 3 LOS 21
Total Page: 28
Excerpts from “Lifestyle, Wealth Transfer and Asset Classes,” Ch. 4, and “Techniques for Improving After-Tax Investment Performance,” Ch. 6,
Investment Management for Taxable Private Investors, Jarrod Wilcox, Jeffrey E. Horvitz, and Dan diBartolomeo (The Research Foundation of CFA Institute, 2006)


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