Where $50 billion AUM isn't a whale
"Direct indexing makes tax return prep harder"
Payment in lieu is taxing you
Tax-aware long/short AUM growth will accelerate if one problem is solved
Is direct indexing good but inconvenient?
Will the dad tax embitter the next generation?
Tax Alpha Trends - Q1 2025
Parametric grows its support for active strategies - taxable wealth weekly
Are ETF fees really "tax-deductible?"
How Hill Investment Group gathered $500 million in-kind for its new ETF
Direct indexing market map - Jan 2025 edition
28 weeks later: What's stopping Cambria Tax Aware ETF from hitting its target allocation?
28 days later: Cambria Tax Aware ETF (ticker TAX) at launch and today
Has your direct indexing portfolio become a high-cost index fund?
Can direct indexing + tax-gain harvesting beat the 529 plan?
De-risking concentrated stock by seeding an ETF in-kind
$27 million AUM contributed in-kind to Cambria Tax Aware ETF (TAX)
Can I diversify a large single-stock holding tax-free by seeding an ETF in-kind?
In-kind of a big deal: TAX launches soon
Can I seed an ETF in-kind using mutual fund shares?
What's in the BOXX? Part 1: State Rates
Will seeding ETFs in-kind go mainstream? "I doubt it"
Fortune Favors The Brave... Until it Doesn't
Tax Deferral Is The Hottest Thing In ETFs?
Options-Powered ETFs: Democratizers & Disruptors
Why I Love/Hate Morningstar's Tax Cost Ratio
Seeding an ETF In-Kind: FAQs and Video with Meb Faber and Pat Cleary
TAX distills a century of tax strategy into an ETF
ETFs Could Soon Bail SMAs Out of Lockup
Covered Call ETFs: The Good, the Bad and the Fugly
Covered Call ETFs: The Flip Side of the Shitburger
The Direct Indexing Vendor Directory
Covered Call ETFs: Shitburger With Extra Tax
Direct Indexing Is Not A Rocket Ship
The Direct Indexing Market Map
When Tax-Loss Harvesting Goes Wrong
What Is Tax-Aware Long-Short For?
Tax-Aware Long-Short Delivers
Tax-Loss Harvesting Gets Too Much Attention
