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
Less rebalancing, less tax?
Add tax equalization to your mutual fund and ETF diligence checklist
Short-term capital gains distributed by mutual funds (and ETFs) are taxed as ordinary income
When is tax-aware long/short not the right choice?
Everyone is catching the long/short bug
$1 trillion box-spread AUM is up for grabs
The best conference for tax-aware investing?
Should tax-aware long/short investors care about black swan short sale bans?
Margin call me maybe
Cambria's GEW launched today with $155mm
Box spreads are "effectively free of credit risk"...I guess?
De-Risking Chonky Stock Positions with Tax-Loss Harvesting, Exchange Funds, CRUTs, and Section 351 Conversion
Better borrowing via box spread? Why it's worth grokking the box
2/3 of the time a concentrated stock would have underperformed the Russell 3000
The agony/ecstasy of concentrated stocks
TIPS taxation: the other phantom menace
Taxes mess up the endowment model
Future Proof: Gen AI is the biggest thing since blockchain
Managing short positions is "not a trivial exercise"
"ploughing several billion dollars into [ARKK] even for a few days is pretty ballsy"
Tax-aware long/short doesn't lockup easily. Why?
The (taxable wealth) times they are a-changin'
Give it away, give it away, give it away now (literally)
Tax-aware long/short reference papers going all the way back to Black-Scholes 1973
I built a tax-aware long/short simulator/dashboard
Climbing The Wealth Ladder With Nick Maggiulli
