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

Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

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18d ago 37:43

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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?

Have questions?

Need help making sure your investments and retirement plan are on track? Click to schedule a free 15-minute call with one of True Wealth's CFP® Professionals.

http://bit.ly/calltruewealth

162 episoade

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