Analyzing Alternative Hedging Strategies

Combining VPFs and Tax-Aware Strategies to Diversify Low-Basis Stock

J Liberman, N Sosner - Available at SSRN, 2024 - papers.ssrn.com
We illustrate how combining VPFs with tax-aware strategies can help diversify low-basis
stock and thereby improve after-tax wealth accumulation. We find that direct-indexing …
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When Fortune Doesn't Favor the Bold: Perils of Volatility for Wealth Growth and Preservation

N Sosner - The Journal of Wealth Management Winter, 2022 - papers.ssrn.com
Successful entrepreneurs and executives often hold much of their wealth in a highly
appreciated single stock and thereby face a difficult financial dilemma. On the one hand, the …
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[PDF][PDF] Increasing the Tax-Effectiveness of Concentrated Wealth Strategies

CH Quisenberry, S Welch - The Journal of Wealth Management, 2005 - Citeseer
Copyright 2005 Institutional Investor, Inc. actively harvesting losses within the portfolio that
can be used to offset gains elsewhere in the portfolio). As an alternative, Farr [2004] …
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