Voice from the Hills Podcast

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Stacked: A Conversation with Corey Hoffstein

March 15, 2023 / BY James Werner, CFP®

On this episode of Voice From the Hills, we discuss various topics related to investing and portfolio management.

  • Corey Hoffstein explains how investors often misapply probabilities and trends and introduces the concept of return stacking.
  • The conversation touches on asset location and its relationship with tax efficiency, with the importance of considering the vehicles used in the implementation process for maximum tax efficiency.
  • The episode also includes personal anecdotes from Hoffstein about his family traditions and values that have served him well in athletic and business endeavors.

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