Everything on Tax and Wealth Strategy

The 'Buy, Borrow, Die' strategy optimizes wealth by avoiding the triggering of capital gains taxes. By using a Securities-Backed Line of Credit (SBLOC), investors can obtain liquidity without selling assets, allowing the compounding effect to remain uninterrupted.

Impact: High-net-worth individuals can significantly accelerate wealth accumulation by keeping capital invested while using low-cost debt for spending.

— from Beyond the Noise: Timing the Market vs. Strategic Asset Management · Asset Class· Apr 16, 2026