What I’m reading…
Ropes & Gray (June 2025): Preparing for ETFs as a Share Class
James Garland (1987). Taxable portfolios: Value and performance
Alpha Architect (June 2025): Concentrated Stock Risk, Tax Drag, and a Smarter Path Forward.
Tax Policy Center: The One Big Beautiful Bill Is Designed For The Wealthy. The Senate Still Has Time To Change That.
Tax Pol…