53% of the time, it worked every time
What is asset location worth?
Five big questions from readers about tax-aware long/short strategies
Cerulli: Launching an ETF is expensive... but maybe worth it?
These 4 growth areas are driving taxable wealth
AQR on the record: Critics don't understand tax-aware long/short
More than one-quarter of advisors (26%) choose not to use direct indexing
Don't call it a comeback: Cambria's latest ETF seeded in-kind raises ~$100 million
Tax-aware long/short... what if the long is an ETF?
Tax memes and news - tax week edition
Actual tax-aware long/short financing costs from the marketplace
ETF return of capital distributions have a weird tax perk no one talks about
AQR tax-aware long/short surges, plus a few memes
I printed (another) 50 copies of The Adviser's Guide To Seeding an ETF In-Kind
If tax-loss harvesting cushions downside, shouldn't investors take more risk?
Tax-aware long/short market map
Tax-aware long/short has a secret weapon
Is ETF return of capital a Ponzi Scheme?
Cliff Asness: "...lying long-only dinosaurs... desperate to stop the bleeding..."
Is tax-aware long/short just a shiny object?
A checklist for ETF tax diligence
Single-stockapalooza: More talking heads than CNN election night
Absurd reasons investors don't sell concentrated positions: "I'm holding strong"
"Diversify your company stock! Remember Enron!"
I co-authored a blog for Kitces about seeding an ETF in-kind
Is seeding an ETF in-kind the right strategy?
Householding unlocks valuable tax and risk perks
A market maker leaked a list of 44 ETFs that were seeded in-kind
An ETF seeded with other ETFs launched with $440 million
How tax-loss harvesting works on a tax return
Where $50 billion AUM isn't a whale
"Direct indexing makes tax return prep harder"
Payment in lieu is taxing you
Tax-aware long/short AUM growth will accelerate if one problem is solved
Is direct indexing good but inconvenient?
Will the dad tax embitter the next generation?
Tax Alpha Trends - Q1 2025
Parametric grows its support for active strategies - taxable wealth weekly
Are ETF fees really "tax-deductible?"
How Hill Investment Group gathered $500 million in-kind for its new ETF
