Tax Alpha Insider

Tax Alpha Insider

Tax-aware long/short and some bold ETFs could change everything

Tax Alpha Trends - July 2025

Brent Sullivan's avatar
Brent Sullivan
Jul 22, 2025
∙ Paid

The latest issue of Tax Alpha Trends

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Two disruptive trends:

  1. No-distribution ETFs could change asset location and portfolio design

  2. Tax-aware long/short could enable more diversifying assets previously relegated to tax-advantaged accounts

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