Latest / Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Part 1: The Long and Short on Tax-Aware, Long-Short (TALS) Investing
For successful investors and high-income earners, this is an episode not to miss...
Sure, you can own an S&P 500 ETF or mutual fund.
You could also own the 500 stocks individually, a strategy nowadays called direct indexing. Direct indexing aims to capitalize on individual stock volatility and add tax benefits by harvesting losses.
Or you may choose to go a step farther up the complexity ladder to own the 500 stocks individually with a tax-aware, long-short overlay. Let's call that TALS for short. Here you expect to obtain the return of the S&P 500, add an extra return from the overlay…
The skinny
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