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

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?

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