NAVigator bonus: CEF Advisors' Scott on picking and managing funds
The NAVigator · Active Investment Company Alliance
September 9, 202520m 0s
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Show Notes
In this interview from the "Money Life with Chuck Jaffe" podcast, John Cole Scott, President of CEF Advisors, discusses his "trifecta analysis" of closed-end funds and how he will frequently add or drop funds to take advantage of market conditions and make the most of tax circumstances, capturing incremental gains and minimizing incremental losses to squeeze the client's desired result in their portfolio.