Return Stacking and Taxes

by Return Stacked® Portfolio Solutions | Jun 25, 2024 | All Weather Stacker, Article, Diversification Stacker, Education, Growth Stacker

Return Stacking and Taxes Overview This article explores a hypothetical example of a return stacked strategy and how the composition of the strategy can impact the after-tax returns of the portfolio.  Key Topics Return Stacking, Capital Efficiency, Tax Efficiency...

Stacking in a Higher Interest Rate Environment

by Return Stacked® Portfolio Solutions | Jun 10, 2024 | All Weather Stacker, Article, Diversification Stacker, Education, Growth Stacker

Stacking in a Higher Interest Rate Environment Overview This article explores the relevance of leverage in investment strategies amid higher interest rates. The decision to use leverage should be based on the expected returns of assets rather than current interest...

The Return Stacking How-To Guide

by Return Stacked® Portfolio Solutions | Mar 13, 2024 | All Weather Stacker, Article, Diversification Stacker, Growth Stacker

The Return Stacking How-To Guide Overview The implementation of return stacking allows investors to solve some potentially pressing problems faced in portfolio construction. In this article, we explore four case studies that showcase some of the most utilized methods...

Financial Advisors: Immunize Business Risk from Bear Markets & Inflation Regimes

by Return Stacked® Portfolio Solutions | Nov 7, 2023 | All Weather Stacker, Article, Diversification Stacker, Practice Management, Video

Financial Advisors: Immunize Business Risk from Bear Markets & Inflation Regimes Overview Financial advisors face multiple risks tied to market cycles that can impact their personal finances and business stability. In this article, we’ll explore a portfolio...