Single-stockapalooza: More talking heads than CNN election night
Plus a half-dozen tax visuals for the weekend
What I’m reading…
ARQ: A Brief Guide to the Mathematics and Taxation of Charitable Remainder Unitrusts
ARQ: Combining Charitable Remainder Unitrusts and Tax-Aware Strategies to Diversify Low-Basis Stock
Ethic: 3D Active Tax Management: Optimizing for Impact, Tracking Error, and Taxes
Dimensional: Measuring the Costs of Index Reconstitution: A Global Perspective
Alpha Architect: Anti-Dividend Investing: Yield Matters—But Not How You Think!
Single-stockapalooza
Jason Escamilla assembled a crack panel of seven experts to talk about managing single-stock risk.
Tim Kochis (purple heart, and author of Managing Concentrated Stock Wealth) gave us a great story of de-risking shares where the cost basis had gone missing. I’ll have a fun write-up for next Tuesday’s tax snax post.
Srikanth Narayan got us up to speed on the latest in exchange funds at Cache.
David Lohrey talked about long/short separate accounts.
Alex Gyr showed us Daffy, a modern donor-advised fund.
Shang Chou was there for the vibbbbbessssss. Always good to see him.
Honestly, we should have just let Tim talk for 2 hours. Stories. Case studies. Sell. Gift. Hedge. FTW.
Epic tax (and adjacent) visuals from the web…
Multi-gen 529 planning: “…one 529 plan can help fund college for multiple generations…”
Cambria has the slickest 351 timeline visual
