We were more worried that tax law would change to negate the benefits vs the custodians increasing the minimums. That raise sucked as we were in the process of moving a fair amount of clients to the strategy.

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‘The rip-roaring popularity of a strategy that helps individual investors lower their tax bills is powering an unprecedented borrowing binge.’ www.wsj.com/finance/inve...

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They have a *real* business, with cash flow even.

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Thank you Nasdaq!

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A piece I wrote in June about a combo (the part I'm most interested in- will he try and use non-voting class C stock: www.breakingviews.com/columns/cons...

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