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BAM Intelligence

Long/Short Portfolios Can Improve Tax Efficiency

Larry Swedroe unpacks research showing that relaxing quantitative tax-aware strategies’ long-only constraint can drastically increase tax benefits. Read more

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A High-Level View of the Asset Location Decision

Asset allocation and asset location are both important decisions when building an investment portfolio. Kevin Grogan, director of investment strategy, focuses on the asset location decision and how it can affect your after-tax returns. Read more

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Shorting’s Impact on Tax-Efficiency

Larry Swedroe unpacks the research and explores the benefits of tax-aware, long/short funds. Read more

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Annuities … The Good, the Bad and the Ugly

Not all annuities are created equal. Joe Delaney on avoiding the ones that don’t fit your needs. Read more

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Tax Loss Harvesting: Turning Lemons into Oranges

Don’t settle for lemonade. BAM ALLIANCE member Joe Delaney on how effective tax-loss harvesting can help turn the lemons in your portfolio into a sweeter fruit entirely come tax time. Read more

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