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Announcing our Series A to make sophisticated investing more accessible
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Tax‑Aware Long-Short Investing, Explained

Discover how tax‑aware long-shorts or long-short direct indexing boosts tax-loss harvesting, offsets gains, and overcomes portfolio lock-in for taxable investors.

Why Savvy Advisors Lead with Tax Strategies

Investors are discovering exchange funds — not through their advisor, but through ChatGPT.

Direct Indexing in 2025: Basics, Tradeoffs, and Comparisons

Learn the basics of direct indexing in 2025—how it compares to ETFs, key tax advantages, and where it fits in a modern portfolio.

Why a Former Reddit and Pinterest Exec Turned to Cache to Build Long-Term Wealth

Joel Meek isn’t one to leave his financial future to chance. He was fortunate to have large, concentrated stock positions from his time in tech as a Finance and Operations Executive at Reddit, Pinterest, and Google Cloud. But he knew there was danger inherent in having such a large portion of his assets tied up in just a few stocks.

How to reduce your capital gains taxes when selling appreciated stocks

Discover helpful strategies for optimizing your tax treatment when you sell appreciated stocks.

Why Every Investor Should Consider A Donor-Advised Fund

Donor-advised funds (DAFs) are growing in popularity as the fastest-growing form of philanthropy, with over $52 billion granted to charities from DAFs in 2023. Yet, many savvy investors are still unaware of what they are, and how they allow you to donate generously and save thousands on your tax bill.

1
Charitable Strategies

Why Every Investor Should Consider A Donor-Advised Fund

Donor-advised funds (DAFs) are growing in popularity as the fastest-growing form of philanthropy, with over $52 billion granted to charities from DAFs in 2023. Yet, many savvy investors are still unaware of what they are, and how they allow you to donate generously and save thousands on your tax bill.

1
What is Tax-Aware Long-Short?

Tax‑Aware Long-Short Investing, Explained

Discover how tax‑aware long-shorts or long-short direct indexing boosts tax-loss harvesting, offsets gains, and overcomes portfolio lock-in for taxable investors.

2
Tax

Managing tax drag when diversifying your portfolio

Understand how tax drag can slow the growth of your portfolio – and learn strategies for reducing taxes when you sell your stocks.

3
Equity Compensation

To sell or not to sell (your RSUs)? Consider these key factors.

Follow our simple framework to decide whether to hold, sell, or find a middle ground.

Cache Advisors LLC (“Cache Advisors”) is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Registration does not imply a certain level of skill or training. Cache Advisors is a wholly-owned subsidiary of Cache. Cache Advisors’ investment advisory services are available only to residents of the United States in jurisdictions where Cache is registered. Account holdings and other information provided are for illustrative purposes only and are not to be considered investment recommendations. The content on this website is for informational purposes only and does not constitute a comprehensive description of Cache Advisors’ investment advisory services. Please refer to Cache Advisors’ Form ADV for important additional information. Certain investments are not suitable for all investors. Before investing, you should consider your investment objectives and any fees charged by Cache Advisors.
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