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
Surgeons use tax-aware long/short to offset royalty income
"The cost of tax mistakes increase tenfold with every new wealth level"
The end of fixed income with F/m's CEO
Holding Too Much Company Stock?
Ha... tax-aware long/short is growing faster than I thought
Avocado Orchard: RSUs, Vesting, and Too Much Company Stock
Is tax-aware long/short transforming taxable wealth? 181 people opined.
Worse than the wash sale rule? Betterment's head of investing weighs in.
Diversification "makes very little sense for anyone that knows what they’re doing" 🤨
Tax-aware long/short: "Not enough focus on the end game"... until now
How Bitcoin could become bone fide collateral
Bitcoin in-kind is "cheese on the beach"
Is tax-loss harvesting valuable after the first few years?
Diversification vs. "lottery ticket"
Tax-aware long/short and some bold ETFs could change everything
ETFs have a tax-loss harvesting rule nobody knows about
