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Knowledge Blog

Plain-English guides to borrowing against a portfolio. No jargon, no promises, and the trade-offs written down rather than left out.

Guides

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Each guide covers one decision a portfolio borrower actually faces.

Guide
Securities-based line of credit vs margin loan
Both let you borrow against a portfolio and both can be called. How the three structures differ, and which fits which kind of need.
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Guide
How to pay a tax bill without selling your stock
A tax bill arrives with a date. Your portfolio does not. Why that forces a rushed sale, and how a box trade funds the bill instead.
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Guide
How to buy a house without selling your investments
Funding a closing date without realizing gains, including what your lender will accept and what happens when the position matures.
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Video explainers are in production

Short walkthroughs of the same ideas, each under a minute, for people who would rather watch than read. They will appear here as they are released.

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