Tax Matters
FilterTax 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.
Tax Matters
To Realize, or Not to Realize
October 22, 2020 — With the US presidential election just a few weeks away, now is definitely a good time to think about capital gains taxes and how things may change.
Tax Matters
Back to the Future: Reviving a 19th Century Perspective on Financial Well-Being
May 13, 2020 — We tend to assess our net worth by the market value of our assets - but it might be more natural to think of it as a stream over time.
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