Brent Sullivan

speaker

332 appearances 1 recordings 1 series first heard Jul 2026 last heard 19 Jul

Brent Sullivan’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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WSJ's Take On the Week · How This $150B+ Wall Street Strategy Could Lower Your Taxes · 19 Jul 2026 podcast

Substantially greater.

And so I always say, you know, if you can rip Van Winkle your way through this strategy, then I think you're in a much better place.

Yeah, because that pre-tax alpha could take a long time to manifest.

That is really what the managers behind the scenes who've been working on these alpha strategies for decades and decades, that's what they would tell you.

There's going to be periods of underperformance.

There's going to be periods of volatility.

Volatility is great for tax loss harvesting.

I mean, the simple stuff is make sure that you put the right assets in the right accounts.

So I'm talking about bonds, which are producing income.

It's super tax inefficient.

It's taxed at your highest rate.

Put those in tax-advantaged accounts to the extent it makes sense.

And then hypergrowth.

in equity, think about is a Roth the place for something like that?

These are just like little maneuvers that are, I don't think controversial at all.

They're essentially buy and hold strategies, but just thoughtfully placed.

Those are simple things.

Yeah, well, I've got two things.

There are some direct-to-consumer solutions.

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