Feeds of @TaxAlphaInsider on Twitter

Brent Sullivan

Tax-efficient portfolio management research & industry. Focused on municipal bonds for the next few months. Former Zillow, Parametric, PIMCO.

Meb Faber (@MebFaber) started following @TaxAlphaInsider on Oct 5, 2024

Brent Sullivan

@TaxAlphaInsider

18 Following • 153 Followers

Tax-efficient portfolio management research & industry. Focused on municipal bonds for the next few months. Former Zillow, Parametric, PIMCO.

I made a tracking error calculator using geometric brownian motion. Advisers and sub-advisers tell me education is a big barrier to direct indexing adoption. If that's true, let's get creative with explaining new concepts. #investing #riskmanagement https://t.co/TD8YQbdzWw

126 views • 1 likes • a year ago

Tax-Loss Harvesting Is Tax Deferral The Nuance: Tax-loss harvesting provides an immediate tax deduction, but it comes with caveats: - It lowers your portfolio's cost basis. - You'll face a larger tax bill when you decide to sell. https://t.co/AHphfnfQTm #tax #investing https://t.co/ZQSTJarxfx

193 views • 1 likes • 2 years ago