Steve Curley wonders if some advisers really understand what they're recommending to clients, especially when it comes to tax alpha.
"Can you even explain the underperformance of tax-aware long/short when it's down 2% [in a given] month?"
The latest episode of The Albatross...
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Other recent episodes...
- Abusive §351 is dead, long live routine §351
- Exchange Fund Replication using Options with BlackRock's Eric Metz
- Covered Calls Are Not For Hedging With Roy Haya
- The Cost of Holding a Concentrated Position with Antti Petajisto
- Opportunity Zones Won't Save a Bad Deal, But Can Accelerate a Good One
- Investing in Three Dimensions with Paul Bouchey
- What is The Albatross? (1 min trailer)
Another analytical episode on §351 following Treasury's Notice and Ruling is coming soon...
Also... The tax-aware adviser community is coming next week.
The community is for Tax Alpha Insider paid members that advise households: planners, advisers, CPAs, attorneys, family office professionals, etc.
We're heading to Manhattan later this year... join us in person.
TGIF.