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Fight the conformity and Advanced Direct Indexing With Tax Loss Harvesting Using Frec

Fight the conformity and Advanced Direct Indexing With Tax Loss Harvesting Using Frec

The Social Leverage Letter | Issue #158

Ethan Berk
October 13, 2024

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2 articles, 1 podcast and 2 videos

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II. Fight the conformity

“Fight the conformity” emphasizes the importance of maintaining agility and innovation in growing companies, challenging the notion that increased processes and middle management are inevitable as businesses scale. Tyler Denk argues that excessive processes and the promotion of top performers into management roles can stifle productivity and innovation. Instead, he advocates for empowering employees with autonomy, transparency, and meaningful equity while retaining a hands-on leadership approach that avoids unnecessary bureaucracy.

Fight the conformity

How not to scale your startup.

I. Advanced Direct Indexing With Tax Loss Harvesting Using Frec

Andre Nader shares personal experiences of investing with Frec (Fund IV), emphasizing its ability to capture tax losses more efficiently by holding individual stocks rather than ETFs, making it particularly useful for those looking to reduce capital gains tax. While acknowledging that tax loss harvesting is a deferral strategy, the article explores who might benefit most from this approach and outlines potential limitations.

Advanced Direct Indexing With Tax Loss Harvesting Using Frec

Since the first robo-advisors came on the market, I have been “robo-curious”. Robots could manage hundreds of individual positions while creating daily tax loss harvesting opportunities. But the fees were always so high. That has finally started to change. Direct Indexing with Tax Loss harvesting is now more accessible than ever.