Tax-aware long/short and some bold ETFs could change everything
Tax Alpha Trends - July 2025
The latest issue of Tax Alpha Trends
Two disruptive trends:
No-distribution ETFs could change asset location and portfolio design
Tax-aware long/short could enable more diversifying assets previously relegated to tax-advantaged accounts
Live this Thurs
Andre and I chat about RSUs, vesting, and holding too much company stock in the inaugural episode of Not Advice.
It’s only Tuesday?
Don’t know what vibe coding is? Try lovable (this is not an affiliate link) and understand why AI will not replace us anytime soon.
Lawyers are funny
Is this you?
