Beyond the Bull: Navigating the 351 Exchange Revolution With Meb Faber

Tax strategies rarely generate genuine excitement, but the 351 exchange is proving to be the exception that financial advisors, investors with concentrated positions, and forward-thinking asset managers can't stop talking about. This little-known provision allows investors to contribute appreciated securities to create new ETFs without triggering taxable events – essentially functioning as a "1031 exchange for stocks." Matt Faber breaks down how this century-old tax code provision is finally...