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Cartoon on Cambria's TAX ETF normalizing the Section 351 conversion for in-kind ETF seeding Section 351 Exchanges

TAX distills a century of tax strategy into an ETF

Oct 20, 2024
Graphic on Section 351 conversions letting locked-up SMAs roll into ETFs in-kind without realizing gains Section 351 Exchanges

ETFs Could Soon Bail SMAs Out of Lockup

Oct 13, 2024
Infographic series on covered call ETFs and the good, bad, and fugly of return of capital ETF Taxation

Covered Call ETFs: The Good, the Bad and the Fugly

Sep 29, 2024
Cartoon pitting options-based covered call ETFs against bonds as the bigger tax-inefficient problem Options

Covered Call ETFs: The Flip Side of the Shitburger

Sep 22, 2024
Cartoon on a consolidated direct indexing vendor directory delivering tax efficiency on tap Direct Indexing

The Direct Indexing Vendor Directory

Sep 15, 2024
Cartoon skewering covered call ETFs like JEPI for the heavy tax cost investors pay to chase current income ETF Taxation

Covered Call ETFs: Shitburger With Extra Tax

Sep 8, 2024
Cartoon arguing direct indexing growth is overhyped while ETFs remain a strong alternative Direct Indexing

Direct Indexing Is Not A Rocket Ship

Aug 25, 2024
July 2024 direct indexing market map plotting providers and the $1M to $5M account sweet spot Direct Indexing

The Direct Indexing Market Map

Jul 2, 2024
A skeptical look at when tax-loss harvesting fails to pay off across lower tax brackets Tax-Loss Harvesting

When Tax-Loss Harvesting Goes Wrong

Jun 16, 2024
Cartoon framing tax-aware long/short strategies as engines built to generate large volumes of capital losses Tax-Aware Long-Short

What Is Tax-Aware Long-Short For?

Jun 9, 2024
Cartoon on tax-aware long/short outproducing direct indexing on harvested losses yet remaining niche Tax-Aware Long-Short

Tax-Aware Long-Short Delivers

Jun 2, 2024
Cartoon showing tax-loss harvesting overshadowing the other quiet tax advantages that funds and SMAs deliver Tax-Loss Harvesting

Tax-Loss Harvesting Gets Too Much Attention

May 26, 2024
Cartoon introducing a multi-part series on how tax-aware long-short strategies work Tax-Aware Long-Short

Tax-Aware Long-Short is On Deck

May 19, 2024
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