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Tax-aware long/short reference papers going all the way back to Black-Scholes 1973
Updated regularly
Aug 26
•
Brent Sullivan
5
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Tax-aware long/short reference papers going all the way back to Black-Scholes 1973
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I built a tax-aware long/short simulator/dashboard
A simulator anyone can use to kick the tires on tax-aware long/short... with caution
Aug 24
•
Brent Sullivan
11
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I built a tax-aware long/short simulator/dashboard
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Surgeons use tax-aware long/short to offset royalty income
Royalties could receive long-term capital gains treatment
Aug 21
•
Brent Sullivan
3
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Surgeons use tax-aware long/short to offset royalty income
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"The cost of tax mistakes increase tenfold with every new wealth level"
Nick Maggiulli of Ritholtz Wealth Management is live with me and Andre this Thurs to talk about his new book, The Wealth Ladder
Aug 19
•
Brent Sullivan
1
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"The cost of tax mistakes increase tenfold with every new wealth level"
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The end of fixed income with F/m's CEO
"Rotation" ETFs keep the money compounding
Aug 17
•
Brent Sullivan
9
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The end of fixed income with F/m's CEO
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Ha... tax-aware long/short is growing faster than I thought
The leaders are pulling away
Aug 15
•
Brent Sullivan
8
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Ha... tax-aware long/short is growing faster than I thought
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Is tax-aware long/short transforming taxable wealth? 181 people opined.
How big of a deal is this?
Aug 12
•
Brent Sullivan
6
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Is tax-aware long/short transforming taxable wealth? 181 people opined.
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Worse than the wash sale rule? Betterment's head of investing weighs in.
Tax-loss harvesting municipal bond ETFs within 6 months could mean some losses are permanently disallowed
Aug 10
•
Brent Sullivan
and
Elie Rozner
1
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Worse than the wash sale rule? Betterment's head of investing weighs in.
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Diversification "makes very little sense for anyone that knows what they’re doing" 🤨
Buffett convinces millions of people that they can successfully pick stocks. Sigh.
Aug 8
•
Brent Sullivan
3
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Diversification "makes very little sense for anyone that knows what they’re doing" 🤨
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Tax-aware long/short: "Not enough focus on the end game"... until now
Tax-aware long/short is a powerful tool that needs a planning envelope
Aug 5
•
Brent Sullivan
2
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Tax-aware long/short: "Not enough focus on the end game"... until now
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How Bitcoin could become bone fide collateral
This could unlock many diversification options for Bitcoin wealth
Aug 3
•
Brent Sullivan
1
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How Bitcoin could become bone fide collateral
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Bitcoin in-kind is "cheese on the beach"
SEC permits in-kind creation and redemption for crypto exchange-traded products
Aug 1
•
Brent Sullivan
1
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Bitcoin in-kind is "cheese on the beach"
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