Marketing tax-aware products

Brand marketing is the investment most firms ignore

What I'm reading…

BlackRock: Loss harvesting strategies tax efficiently diversify concentrated stock

AQR: A Brief Guide to Pricing and Taxation of Variable Prepaid Forwards

Tax Alpha Insider: Marketing Primary Research

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A PR firm recently asked how I approach marketing

How Brent Sullivan became the go-to tax man

If you want one thing that might change how you think about marketing (if you think about it at all), it is this 👇👇👇

Me: Talking about brand marketing being a broader thing than trying to get someone to download a whitepaper

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More on variable prepaid forwards

I’ve been studying AQR’s paper on the fundamentals of variable prepaid forwards.

They call it “a relatively simple contract,” but I’ll admit to getting lost many times on my journey to understanding how the darn thing works.

At this point, I have a working calculator/spreadsheet and can replicate the results in whitepapers and peer-reviewed articles. 🥳

Source: Tax Alpha Insider. If these charts look weird to you, you likely do not understand how the variable prepaid forward works.

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Timely diversification

BlackRock’s new paper has many interesting charts.

The one below organizes the world of single-stock concentration solutions into how quickly they help investors diversify.

BlackRock

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A year ago, I wrote a short guide to marketing primary research

The gist is that primary research is expensive to produce and deserves its own marketing push.

Here’s the whole guide.

So, if you write an amazing paper with some neato discovery, it might just get buried in a journal.

That’s fine and worthwhile, but you can squeeze so much more juice out of that effort.

Thankfully, the additional work mostly falls on the marketing department, not the researchers.

I reckon the ROI on marketing primary research is high versus generic content marketing because primary research is specific and differentiated. Give it some oxygen!

Here is the one-slide takeaway on how to market primary research 👇👇👇

Dense research deserves its own marketing

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Marketing Home Run

Most people don’t care about baseball¹, but there’s a marketing masterpiece happening in real time…

Cal Raleigh won the All Star Game Home Run Derby on Monday July 14.

Cal Raleigh’s nickname is Big Dumper².

Within days, Cal announced a new endorsement…

273,000 views in one day is impressive for a “portable sanitation services” social post.

But check out the comments… people want Honey Bucket tee shirts.

That’s pretty wild.

TGIF.

1. I do.

2. He has a large rear end. It’s probably genetic, but he’s a catcher, so it’s also likely a result of his line of work.