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53% of the time, it worked every time
Morgan Stanley quantifies single-stock concentration risk. Pope memes. TGIF.
15 hrs ago
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Brent Sullivan
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53% of the time, it worked every time
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What is asset location worth?
A 2017 Morgan Stanley report on asset location is one of the best I've seen
May 7
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Brent Sullivan
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What is asset location worth?
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Five big questions from readers about tax-aware long/short strategies
Plus, I'm building a tax-aware long/short simulator
May 4
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Brent Sullivan
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Five big questions from readers about tax-aware long/short strategies
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Cerulli: Launching an ETF is expensive... but maybe worth it?
Clients care about taxes. Advisers care about overhead. Plus memes & more. TGIF.
May 2
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Brent Sullivan
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Cerulli: Launching an ETF is expensive... but maybe worth it?
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April 2025
These 4 growth areas are driving taxable wealth
While the world is distracted by private credit/equity, core portfolio management is getting disrupted
Apr 30
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Brent Sullivan
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These 4 growth areas are driving taxable wealth
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AQR on the record: Critics don't understand tax-aware long/short
Answers to common questions about tax-aware long/short strategies
Apr 27
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Brent Sullivan
6
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AQR on the record: Critics don't understand tax-aware long/short
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More than one-quarter of advisors (26%) choose not to use direct indexing
A new Cerulli report and some jokes
Apr 25
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Brent Sullivan
2
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More than one-quarter of advisors (26%) choose not to use direct indexing
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Don't call it a comeback: Cambria's latest ETF seeded in-kind raises ~$100 million
"Advisors are starting to understand the power of the 351 ETF Conversion."
Apr 22
•
Brent Sullivan
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Don't call it a comeback: Cambria's latest ETF seeded in-kind raises ~$100 million
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Tax-aware long/short... what if the long is an ETF?
A novel approach to the 130/30 is compelling, but has a few tradeoffs
Apr 20
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Brent Sullivan
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Tax-aware long/short... what if the long is an ETF?
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Tax memes and news - tax week edition
Tax memes were spicier this season. I curated some favorites and mixed in news.
Apr 18
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Brent Sullivan
4
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Tax memes and news - tax week edition
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Actual tax-aware long/short financing costs from the marketplace
Benchmarking leverage spreads
Apr 16
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Brent Sullivan
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Actual tax-aware long/short financing costs from the marketplace
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ETF return of capital distributions have a weird tax perk no one talks about
Return of capital grants investors access to portfolio basis. That's very rare.
Apr 13
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Brent Sullivan
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ETF return of capital distributions have a weird tax perk no one talks about
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