Our latest update can help you meet strategy minimums with assets you already hold, create more chances to harvest losses as your portfolio grows, and consolidate positions more tax-efficiently.
Previously, if you wanted to fund or grow a direct index with existing ETFs, we'd
A smart investment strategy is built with taxes in mind.
- Tax-aware long short is one of the fastest growing strategies in taxable investing, but getting a straight answer on fees and minimums from traditional providers can be difficult. If you don't want to go through a human advisor, your options are limited. We just published a
- Can’t wait!this is shaping up to be really great. come thru! fireside talks with: the founders/ceos of @maticrobots, @frecfinance, @descript, and @WeekendHQ demos by leaders at: @pydantic, worldcoin, @lightfld joined by eng and product leaders from: OpenAI, Robinhood, Brain Co, Luma AI,
- Pre-IPO futures, prediction market prime brokerage, George Santos bets....and DIRECT INDEXINGThis is the Money Stuff format you already know, applied to a new and exciting underlying asset class. bloomberg.com/opinion/newsle…
- who’s next 👀I’ve switched over to @frecfinance as a replacement for many ETFs and index fund investing. It’s the same underlying exposure, but with a direct ownership model (as opposed to owning the etf) optimized for tax loss harvesting. frec.com/referral/AFMAA…






