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Covered Call ETFs: The Good, the Bad and the Fugly
Real world examples of return of capital
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Brent Sullivan
Covered Call ETFs: The Flip Side of the Shitburger
Are bonds a bigger shitburger?
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Brent Sullivan
The Direct Indexing Vendor Directory
Tax-efficiency on tap... more a like a firehose.
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Brent Sullivan
2:37
Covered Call ETFs: Shitburger With Extra Tax
Investors pay a premium for current income
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Brent Sullivan
1

August 2024

Direct Indexing Is Not A Rocket Ship
ETFs are a formidable alternative
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Brent Sullivan

July 2024

The Direct Indexing Market Map
July 2024 version
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Brent Sullivan

June 2024

When Tax-Loss Harvesting Goes Wrong
Required reading from Kitces Blog
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Brent Sullivan
What Is Tax-Aware Long-Short For?
Capital losses. Lots of them.
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Brent Sullivan
1
Tax-Aware Long-Short Delivers
Why, then, is it still so niche?
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Brent Sullivan

May 2024

Tax-Loss Harvesting Gets Too Much Attention
Tax-loss harvesting in direct indexing portfolios gets all the attention, but mutual funds and ETFs also harvest losses. Separately managed accounts…
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Brent Sullivan
1
Tax Alpha Weekly
May 19, 2024
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Brent Sullivan
© 2024 Brent Sullivan
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