New episode with Brent Sullivan of The Tax Alpha Insider, hosted by Steve Curley, CFA, CFP® and Chris Cannon, CFA.
We discuss:
• Householding and asset location strategies
• Direct indexing to tax-aware long/short
• ETF innovation and evolving structures
• Tax Alpha as a volatility buffer
• The launch of the Basis Northwest conference in Seattle
Enjoy: https://www.investorsfirstpodcast.com/brent-sullivan-tax-alpha-insider-tribology-of-tax-alpha/
ADMIN