December 5, 2024 Kevin Kroskey

Hear Kevin Kroskey, CFP®, MBA discuss how the TALS strategy adds unique sources of returns to your portfolio outside of traditional stocks and bonds. Continue reading

Part 2: The Long and Short on Tax-Aware, Long-Short (TALS) Investing

November 21, 2024 Tyler Emrick

Have a sizable brokerage account? Have unrealized capital gains? Pay income taxes at the highest rates? Want to pay your fair share but no more? If so, this is an episode not to miss. Continue reading

Part 1: The Long and Short on Tax-Aware, Long-Short (TALS) Investing

November 8, 2024 Tyler Emrick

For successful investors and high-income earners, this is an episode not to miss… Continue reading

   
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Part 3: The Long and Short on Tax-Aware, Long-Short (TALS) Investing

Part 2: The Long and Short on Tax-Aware, Long-Short (TALS) Investing

Part 1: The Long and Short on Tax-Aware, Long-Short (TALS) Investing

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