The (taxable wealth) times they are a-changin'

8 product trends re-shaping taxable wealth

The August issue of Tax Alpha Trends unpacks previous issues.

The eight product trends above capture 95% of taxable wealth strategy conversations I have with advisers¹.

I think the times are a-changin’.

The leading technologies powering the change are:

1. Tax-aware long/short

2. No-Distribution ETFs (which I’m calling NoDEs until I think of something better)

If tax…