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Insights From Author Stuart Lucas, 'The Taxable Investor’s Manifesto'

How to invest on an unequal playing field.

After the launch of his new book, The Taxable Investor's Manifesto: Wealth Management Strategies to Last a Lifetime, author Stuart Lucas joined me to discuss the strategies he recommends for both individual investors and financial professionals.

Most  of our discussion aired on Morningstar’s Investing Insights podcast, and here are some larger takeaways from our wide-ranging conversation.

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