What I’m reading about de-risking big, chunky, public equity positions:
The Tax Adviser (2011): Diversifying Concentrated Positions in the Most Tax-Efficient Manner
Calamos (2024): A Comprehensive Approach to Concentrated Stock Positions
JPM (2014): The Agony and the Ecstasy: The Risks and Rewards of a Concentrated Stock Position
JPM (2021): The Agony & the Ecstasy 3.0: an update on our concentrated stock research for high net worth families
Andre and I are back for another live recording of the Not Advice pod.
We also met up in SF yesterday. We’re both real people!
p.s. I have 8 copies of The Adviser’s Guide to Seeding an ETF In-Kind left!
Read about Section 351 conversion.
Tax-inefficient products better be superb diversifiers
Bonds:
Reflecting
Need creative inspiration
Fatherly advice
