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Covered Call ETFs: The Good, the Bad and the Fugly
Real world examples of return of capital
Sep 29
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Brent Sullivan
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Covered Call ETFs: The Good, the Bad and the Fugly
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Covered Call ETFs: The Flip Side of the Shitburger
Are bonds a bigger shitburger?
Sep 22
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Brent Sullivan
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Covered Call ETFs: The Flip Side of the Shitburger
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The Direct Indexing Vendor Directory
Tax-efficiency on tap... more a like a firehose.
Sep 15
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Brent Sullivan
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The Direct Indexing Vendor Directory
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2:37
Covered Call ETFs: Shitburger With Extra Tax
Investors pay a premium for current income
Sep 8
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Brent Sullivan
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Covered Call ETFs: Shitburger With Extra Tax
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August 2024
Direct Indexing Is Not A Rocket Ship
ETFs are a formidable alternative
Aug 25
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Brent Sullivan
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Direct Indexing Is Not A Rocket Ship
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July 2024
The Direct Indexing Market Map
July 2024 version
Jul 2
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Brent Sullivan
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The Direct Indexing Market Map
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June 2024
When Tax-Loss Harvesting Goes Wrong
Required reading from Kitces Blog
Jun 16
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Brent Sullivan
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When Tax-Loss Harvesting Goes Wrong
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What Is Tax-Aware Long-Short For?
Capital losses. Lots of them.
Jun 9
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Brent Sullivan
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What Is Tax-Aware Long-Short For?
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Tax-Aware Long-Short Delivers
Why, then, is it still so niche?
Jun 2
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Brent Sullivan
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Tax-Aware Long-Short Delivers
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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…
May 26
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Brent Sullivan
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Tax-Loss Harvesting Gets Too Much Attention
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Tax Alpha Weekly
May 19, 2024
May 19
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Brent Sullivan
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Tax Alpha Weekly
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