Is Your Alpha Big Enough to Cover its Taxes? (Jurassic Park edition)
With stocks at all-time highs, reasons to diversify are apparently at all-time lows
Concentration risk and volatility drag
Staying home and reading "Is Your Alpha Big Enough To Cover Its Taxes?"
Concentrated risk = generational wealth?
Announcing: Basis Northwest event dates
Advisers consider all options as Fidelity extends pause on new tax-aware long/short account openings
Fidelity pumps the breaks on tax-aware long/short. Does this impact you?
Announcing: Tax-aware long/short working group
Enrolled Agent: IRS is asking about substance of client's bitcoin tax-loss harvesting
ETFs seeding in-kind raised ~$3bn in 2025
Jumbo portfolio manager adds tax-aware long/short private fund
Why "walking down" a concentrated position by seeding ETFs could be problematic
Tax-aware long/short: new entrants and innovation
Alpha Architect launches another low-distro equity ETF seeded in-kind: ~$470 million
Advisers report Fidelity pauses new tax-aware long/short accounts until mid-Jan 2026
"Significant undercount" in $1 trillion box borrowing possible AUM
Opportunity zone investing is real estate investing
Individual investors can seed ETFs in-kind thanks to an exception to an exception
Substance over form shenanigans
A new HOPES for derisking concentrated positions
Donate and deduct: AGI limit heatmap
"Just sell the damn stock"
Concentrated public stock solution Sankey diagram
Covered call ETFs to $650 billion?
Yes, really, $1 trillion in box-spread AUM
Donating appreciated stocks is NOT always better than donating cash
An exchange fund will seed an ETF in-kind... again
Tax-aware long/short AUM update "rampant growth"
Comprehensive wealth planning takes the cake
The exchange fund 7-year "lockup" is likely a myth
Direct indexing is a loss leader
"In tax-aware long/short, aren't my tax losses limited to contributed capital?"
Trader fund Excess Business Loss (EBL) limit gets worse in 2026
Emerging market ETFs have a spooky secret
88% surveyed plan to use tax-aware long/short
Trader fund losses can offset ordinary income, but must pass through a gauntlet
What is a trader fund?
How do you use tax-aware long/short, if at all?
The big bad list of concentrated stock solutions
