Tax Matters
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Where Did I Put My Investments?
April 9, 2025 — By Victor Haghani and James White [note]This is not an offer or solicitation to invest, nor are we tax experts and nothing herein should be construed as tax advice. Past returns are not indicative of future performance. Thank you to Larry Bernstein, Larry Hilibrand, Doug Lucas, Bill Montgomery and Mike Piper for their many insightful comments and suggestions. Of course, all errors are our own.[/note]ESTIMATED READING TIME: 7 min. What's the best way to distribute
Tax Matters
Out of the Frying Pan and Into the Fire: Selling A Highly Appreciated Stock Without Paying Taxes?
February 5, 2025 — More than a few investors have made huge returns through concentrated holdings or fabulous venture capital success stories. It's natural that many, if not most, of these happy investors would like to take some chips off the table and diversify their portfolios - and, if possible, they'd like to do it tax-efficiently too.
Tax Matters
Direct Indexed Tax Loss Harvesting: Is the Juice Worth the Squeeze?
August 27, 2024 — Direct indexed tax loss harvesting is incredibly popular nowadays, and has become a huge selling point for some companies - but is it all it's cracked up to be?
Tax Matters
Bitcoin is Nothing Either Good or Bad, but Sizing Makes It So
July 7, 2022 — Bitcoin isn't an inherently good or bad investment - but said investment can turn sour quickly if you're not paying attention to sizing.
Tax Matters
Do Options Belong in the Portfolios of Individual Investors?
March 23, 2022 — In a recently-published article in the Journal of Derivatives, we ask whether or not options make sense for a broad class of investors.
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