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Diversifying Concentrated Positions While Deferring Taxes with Wes Gray

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Manage episode 490787837 series 2826569
Content provided by Bill Brewster. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bill Brewster or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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

  continue reading

176 episodes

Artwork
iconShare
 
Manage episode 490787837 series 2826569
Content provided by Bill Brewster. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bill Brewster or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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

  continue reading

176 episodes

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