Safe Harbor Ep 3: How Quellos Got Caught
Washington State Wealth Taxstravaganza
Why I'm not worried about AI anymore
Paul Bouchey (former Parametric CIO) is speaking at Basis Northwest
Safe Harbor Ep 2: "More Likely Than Not"
Capital loss as a service
Variable prepaid forward vs. option collar
How an ETF share class could make a mutual fund more tax efficient
Safe Harbor Ep 1: Mighty Morphin Power Rangers
AQR's Joseph Liberman is presenting at Basis Northwest
Tax Foundation CEO, Daniel Bunn, will present at Basis Northwest
Introducing "Safe Harbor: The Quellos Fraud"
Fidelity indefinitely pausing new long/short account openings
Andrew Beer is presenting something new at Basis Northwest
Option collar phantom income
Tax management = NPV (complexity & brain damage costs)
Basis Northwest 2026: registration is open
Savina Rizova (Co-CIO at Dimensional) will present at Basis Northwest
Straddle rule basics with a covered call
In-Kind ETFs, IRS priorities, memes and more
Canvas (of Franklin Templeton) is the anchor sponsor of Basis Northwest
Dave Nadig will present at Basis Northwest plus ETF Return of Capital jam session
Managing Concentrated Public Stock Positions by Seeding an Exchange-Traded Fund
Tax-aware long/short working group intake
What does 1% tracking error really mean?
Rob Arnott is presenting at Basis Northwest
Is step-up in basis like free life insurance?
Economic substance really ties the room together
Is Your Alpha Big Enough to Cover its Taxes? (Jurassic Park edition)
With stocks at all-time highs, reasons to diversify are apparently at all-time lows
Concentration risk and volatility drag
Staying home and reading "Is Your Alpha Big Enough To Cover Its Taxes?"
Concentrated risk = generational wealth?
Announcing: Basis Northwest event dates
Advisers consider all options as Fidelity extends pause on new tax-aware long/short account openings
Fidelity pumps the breaks on tax-aware long/short. Does this impact you?
Announcing: Tax-aware long/short working group
Enrolled Agent: IRS is asking about substance of client's bitcoin tax-loss harvesting
ETFs seeding in-kind raised ~$3bn in 2025
Jumbo portfolio manager adds tax-aware long/short private fund
