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295: Understanding Leverage, Short Selling, and Active Trading in Tax-Aware Long-Short Strategies (Part 1 of 2)
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:32:35
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Sinopsis
What if the financial tools you’ve been taught to fear—like leverage, short selling, and active trading—aren’t inherently dangerous?What if the real risk isn’t the tool itself, but how it’s applied and who is using it? The truth is these tactics can create unnecessary risk if misused. But when they’re applied for a specific, evidence-based purpose–like generating consistent tax advantages–they can actually become powerful tools in a savvy investor’s toolkit.In this episode of Love, your Money® (the first in a two-part series!) Hilary pulls back the curtain on a misunderstood strategy in modern wealth management: market-neutral leverage–and how it functions within a tax-aware long-short strategy.You’ll learn:The difference between “long” and “short” overlays, and why it mattersHow leverage shows up in peoples’ financial lives–and what makes it high-risk vs low-riskHow long-short overlays can reduce tax drag without adding market risk How advanced strategies with a “bad reputation” can actually protect and grow