Conor Feldmann June 16, 2026
Section 351 Exchanges: The Portfolio Cleanup Tool Hiding in the Tax Code
Conventional investment wisdom suggests that smart people, working diligently and informing themselves with the latest information, can pick undervalued stocks and time the market. Our evidence-based approach and fully transparent investment philosophy recognizes that the hardest work in investing is often emotional and that investor behavior can be the primary determinant of long-term returns.