Tax Alpha Insider

Tax Alpha Insider

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.

Brent Sullivan's avatar
Brent Sullivan
Aug 08, 2025
∙ Paid

What I’m reading…

  • AQR: The Impact of Liquidation Taxes on the Lifecycle Benefits of Tax-Aware Long-Short Strategies

  • Eaton Vance: Tax Forward 365® Monthly Planner

  • Eaton Vance: Concentrated Stock Positions: Know The Risks

  • Franklin Templeton Adds Managed Options Strategies to Canvas

  • Morningstar (vid): Covered calls belong in tax-exempt accounts

  • 📌 Betterment (co…

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Brent Sullivan
Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture