AQR addresses 5 critiques of tax-aware long/short
Trump/Musk cage match is boring. Read about taxes instead
ETF share class “tax contagion” is, sadly, something we need to care about
Direct indexing FTSE Russell survey is interesting, but AI claims are 💩
14 use cases for tax-aware long/short strategies
How an exchange fund unblocks billions by seeding an ETF in-kind
Dividend chasers... YOU are the yield
Betterment acquired Rowboat Advisors for a quicker path to direct indexing and to "do it all"
What's behind the preposterous tax efficiency of buffer ETFs?
AQR's latest: direct indexing "largely ineffective" at culling single-stock risk
The One, Big, Beautiful Bill updates SALT, EBL, RQOF, but not LOL3K
The ETF share class proves the staying power of the mutual fund
53% of the time, it worked every time
What is asset location worth?
Five big questions from readers about tax-aware long/short strategies
Cerulli: Launching an ETF is expensive... but maybe worth it?
These 4 growth areas are driving taxable wealth
AQR on the record: Critics don't understand tax-aware long/short
More than one-quarter of advisors (26%) choose not to use direct indexing
Don't call it a comeback: Cambria's latest ETF seeded in-kind raises ~$100 million
Tax-aware long/short... what if the long is an ETF?
Tax memes and news - tax week edition
Actual tax-aware long/short financing costs from the marketplace
ETF return of capital distributions have a weird tax perk no one talks about
AQR tax-aware long/short surges, plus a few memes
I printed (another) 50 copies of The Adviser's Guide To Seeding an ETF In-Kind
If tax-loss harvesting cushions downside, shouldn't investors take more risk?
Tax-aware long/short market map
Tax-aware long/short has a secret weapon
Is ETF return of capital a Ponzi Scheme?
Cliff Asness: "...lying long-only dinosaurs... desperate to stop the bleeding..."
Is tax-aware long/short just a shiny object?
A checklist for ETF tax diligence
Single-stockapalooza: More talking heads than CNN election night
Absurd reasons investors don't sell concentrated positions: "I'm holding strong"
"Diversify your company stock! Remember Enron!"
I co-authored a blog for Kitces about seeding an ETF in-kind
Is seeding an ETF in-kind the right strategy?
Householding unlocks valuable tax and risk perks
A market maker leaked a list of 44 ETFs that were seeded in-kind
