Latest / Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Part 3: The Long and Short on Tax-Aware, Long-Short (TALS) Investing
Remember in 2022 when both stocks and bonds fell in lockstep? Did you think diversification failed? Want to build a more diversified, resilient portfolio to better grow and protect your hard-earned dollars?
Hear Kevin Kroskey, CFP®, MBA discuss how the TALS strategy adds unique sources of returns to your portfolio outside of traditional stocks and bonds.
Here’s some of what we discuss in this episode:
How this strategy helps with asset allocation and tax efficiency.
The strategy involves long and short positions in a basket of stocks.
Who are the clients that would benefit the most from this?…
The skinny
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