The Alternative Investor
Brad Johnson
Recent Episodes
In this episode, Brad Johnson explores the world of tax loss harvesting, covering basic to advanced strategies. Learn how to leverage these techniques to enhance your investment portfolio and reduce tax liabilities.
www.evergreencap.com
[email protected]
0:00 Introduction to Tax Loss Harvesting
5:00 Basic Tax Loss Harvesting Explained
15:00 Direct Indexing and Its Benefits
25:00 Advanced Strategies with Leverage
35:00 Common Mistakes and How to Avoid Them
45:00 The Future of Passive Investing
55:00 Conclusion and Final Thoughts
Disclaimer:
This podcast is for informational and educational purposes only. It should not be construed as investment, tax, or legal advice. Opinions expressed are those of the host and guests and do not necessarily reflect the views of Evergreen Capital or its affiliates. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. Listeners should consult their own financial, tax, and legal professionals before making any investment decisions. Advisory services are offered through Evergreen Capital, a registered investment adviser.
Hosted on Acast. See acast.com/privacy for more information.
Brad shares his philosophy on the importance of holding prime assets and the compounding advantages of quality investments, whether in stocks or real estate.
https://www.evergreencap.com/
Keywords
investing, quality assets, investment philosophy, market efficiency, long-term returns
Takeaways
- Quality over high returns is key in investing.
- Market efficiency has increased over the years.
- ETFs are recommended for most client portfolios.
- Prime assets retain value even in downturns.
- Quality investments compound advantages over time.
- Real estate can offer long-term returns.
- Distressed assets are risky but can be opportunities.
- Holding quality assets leads to compounding capital.
- Investing in quality can feel uncomfortable but pays off.
- Focus on quality is the major lesson in investing.
Hosted on Acast. See acast.com/privacy for more information.
The episode discusses Robinhood's induction into the S&P 500, exploring its impact on the investment landscape. It highlights Robinhood's role in educating young investors, the risks of fast-paced trading, and the shift towards modern technology in investment platforms.
Evergreen Capital
Takeaways
- Robinhood's entry into the S&P 500 marks a significant shift in the investment landscape.
- The app has 15 million customers and generates substantial revenue from brokerage fees.
- Robinhood educates young investors but also encourages risky trading behaviors.
- The experience of losing money can be a valuable lesson for young investors.
- Robinhood's fast-paced trading style has both pros and cons.
- The app's user-friendly interface appeals to younger generations.
- There's a growing trend towards cryptocurrency and modern technology in investing.
- Traditional investment platforms lack the sleek user experience of Robinhood.
- The shift from old to new guard in the S&P 500 reflects changing market dynamics.
- Future investors will likely prioritize modern technology in their investment choices.
Hosted on Acast. See acast.com/privacy for more information.
Investment Strategy Spotlight: Understanding Opportunity Zone 2.0
This episode focuses on the new regulations brought about by the Tax Act of July, specifically the enhancements in Opportunity Zones, termed Opportunity Zone 2.0. The speaker explains the original Opportunity Zones program, its benefits of tax deferrals and exemptions for investments in designated areas, primarily housing and development projects. The updated program continues to offer a rolling five-year deferral starting in 2027 and extends tax benefits for investments held over ten years without capital gains taxes. Additionally, the new Opportunity Zone 2.0 includes bonus depreciation advantages. Emphasis is placed on combining tax benefits with sound investment choices to avoid tax-driven pitfalls. Ideal candidates for this program include individuals with significant capital gains seeking real estate or high-quality development investments.
00:00 Introduction to Investment Strategy Spotlight
00:15 Opportunity Zones 1.0: A Recap
01:44 Opportunity Zones 2.0: New Regulations and Benefits
02:29 Maximizing Tax Benefits with Opportunity Zones
03:49 Combining Tax Strategies with Great Investments
05:27 Ideal Candidates for Opportunity Zone 2.0
06:38 Considerations and Risks in Opportunity Zone Investments
08:31 Future Opportunities and Conclusion
www.evergreencap.com
Hosted on Acast. See acast.com/privacy for more information.