Updates will be rather sparse for the rest of the week, both to FPPad and to Twitter.
Bulk Trading
So far for the week, I’ve coordinated a bulk trading effort at our firm to capture losses in taxable accounts where we can execute orders across the entire book of business. We have multiple custodians, so I’ve had to build some flexibility in the trading techniques to ensure compatibility with the custodians’ preferences. Still, we’ll be executing almost 20% of last year’s annual trading volume in just a day. Not bad considering we don’t have the luxury of Tamarac or iRebal.
Tax Training
