Diversifying Concentrated Positions While Deferring Taxes with Wes Gray

25 Jun 2025 • 66 min • EN
66 min
00:00
01:06:46
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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

From "The Business Brew"

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