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
Direct indexing market map - Jan 2025 edition
28 weeks later: What's stopping Cambria Tax Aware ETF from hitting its target allocation?
28 days later: Cambria Tax Aware ETF (ticker TAX) at launch and today
Has your direct indexing portfolio become a high-cost index fund?
Can direct indexing + tax-gain harvesting beat the 529 plan?
De-risking concentrated stock by seeding an ETF in-kind
$27 million AUM contributed in-kind to Cambria Tax Aware ETF (TAX)
Can I diversify a large single-stock holding tax-free by seeding an ETF in-kind?
In-kind of a big deal: TAX launches soon
Can I seed an ETF in-kind using mutual fund shares?
What's in the BOXX? Part 1: State Rates
Will seeding ETFs in-kind go mainstream? "I doubt it"
Fortune Favors The Brave... Until it Doesn't
Tax Deferral Is The Hottest Thing In ETFs?
Options-Powered ETFs: Democratizers & Disruptors
Why I Love/Hate Morningstar's Tax Cost Ratio
