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Dave Nadig

Lenox

Free Agent Financial Futurist. Connecting dots between humans and finance. DMs open, LinkedIn works. https://t.co/oKWq31HJWg for more.

Articles

  • Oct 7, 2024 | epsilontheory.com | Harper Hunt |Matt Zeigler |Scott Bradlee |Dave Nadig

    Chris Arnade is one of my favorite humans, and we’re delighted that he’s agreed to let us republish some of his public notes from his excellent substack — Chris Arnade Walks the World — which you should definitely check out, along with his book Dignity: Seeking Respect in Back Row America. I bought a copy of Dignity for each of my four daughters … it’s that good. Chris is a former bond trader, but left that all behind years ago for a much more worthwhile path.

  • Sep 30, 2024 | epsilontheory.com | Dave Nadig |Harper Hunt |Rusty Guinn |Matt Zeigler

    Matt Zeigler is a Managing Director and Private Wealth Advisor with Sunpointe Investments, and he’s been helping people with their money for more than 15 years. He’s also one heck of a writer and publishes an excellent daily (!) note on his Cultish Creative blog and newsletter, which you can subscribe to here. You can contact Matt at  and on Twitter at @cultishcreative.

  • Sep 17, 2024 | epsilontheory.com | Harper Hunt |Rusty Guinn |Matt Zeigler |Dave Nadig

    Dave Nadig has forgotten more about ETFs and how they work than I will ever know. He co-founded CeruWant to continue reading this and the other 1,500+ essays you won't find anywhere else? Already a subscriber? log in here To learn more about Epsilon Theory and be notified when we release new content sign up here. You’ll receive an email every week and your information will never be shared with anyone else.

  • Sep 14, 2024 | theetfeducator.com | Dave Nadig |Jason Zweig |Nate Geraci

    ETF Inflows & Outflows Performance Leaders & Laggards Source: ETF Action; flows and performance data as of 9/12/24; performance data excludes leveraged and inverse products Weekly ETF Reads The ETF Market: A Zineby Dave Nadig “The ETF market has grown up.” (Note: ETF Industry veteran Dave Nadig will join me on next week’s ETF Prime to discuss private assets in ETFs, product proliferation, and much more!) J.P. Morgan Asset Management Launches Groundbreaking Guide to ETFsby J.P. Morgan Asset...

  • Jul 31, 2024 | epsilontheory.com | Matt Zeigler |Harper Hunt |Dave Nadig |Rusty Guinn

    DISCLOSURESThis commentary is being provided to you as general information only and should not be taken as investment advice. The opinions expressed in these materials represent the personal views of the author(s). It is not investment research or a research recommendation, as it does not constitute substantive research or analysis. Any action that you take as a result of information contained in this document is ultimately your responsibility.

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Dave Nadig
Dave Nadig @DaveNadig
23 Apr 25

RT @GestaltU: This is all the marbles.

Dave Nadig
Dave Nadig @DaveNadig
23 Apr 25

The FAQ and walkthrough linked here are great for anyone who's thought about the 351 transfer process (swapping your appreciated, messy portfolio for a single ETF, maintaining tax lots). Also recommend following @TaxAlphaInsider to get a copy of his book about these.

Wes Gray 🇺🇸
Wes Gray 🇺🇸 @alphaarchitect

Final chance to learn about the upcoming AAUS 351 Exchange. Join our April 30th webinar at 12 PM ET to review how a 351 Exchange works, key participation deadlines, and next steps. Register here: https://t.co/oG3gp0Rb4n For more information about Alpha Architect US Equity ETF, https://t.co/Jv9xz9ceGn

Dave Nadig
Dave Nadig @DaveNadig
23 Apr 25

RT @OuterBeachC: Things that annoy me: https://t.co/Uaz28QfJ6l