Diversifying Concentrated Positions While Deferring Taxes with Wes Gray
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Diversifying Concentrated Positions While Deferring Taxes with Wes Gray
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About this listen
Wes Gray returns to the show to discuss a potential solution for those with concentrated financial investments. Wes discusses a solution, via a Registered Investment Company, that enables investors to diversify their position while deferring taxes. We hope the episode is informative.
Find Wes at:
Twitter: https://x.com/alphaarchitect
RIA/blog/education: http://alphaarchitect.comETFs: http://funds.alphaarchitect.comWhite label ETF: http://etfarchitect.com
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