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  2. ‘Invest, borrow against it, and die’: Scott Galloway explains ...

    www.aol.com/finance/invest-borrow-against-die...

    FINRA says you can usually borrow anywhere from 50% to 95% of the value of the assets in your investment account. In other words, you can access your wealth without paying capital gains taxes.

  3. Portfolio line of credit: Is borrowing against your ...

    www.aol.com/finance/portfolio-line-credit...

    How borrowing against your portfolio can get you a cheap loan. Skip to main content. Sign in. Mail. 24/7 Help. For premium support please call: 800-290-4726 more ways to reach us ...

  4. Securities lending - Wikipedia

    en.wikipedia.org/wiki/Securities_lending

    In finance, securities lending or stock lending refers to the lending of securities by one party to another.. The terms of the loan will be governed by a "Securities Lending Agreement", [1] which requires that the borrower provides the lender with collateral, in the form of cash or non-cash securities, of value equal to or greater than the loaned securities plus an agreed-upon margin.

  5. Collateral management - Wikipedia

    en.wikipedia.org/wiki/Collateral_management

    One of these functions is credit enhancement, in which a borrower is able to receive more affordable borrowing rates. Aspects of portfolio risk, risk management, capital adequacy, regulatory compliance and operational risk and asset liability management are also included in many collateral management situations. A balance sheet technique is ...

  6. What is a share-secured loan, and how does it work? - AOL

    www.aol.com/finance/share-secured-loan-does...

    Share-secured loans offer a way to build credit without steep borrowing costs. The funds in your account are used as collateral, making these loans easy to access even if you have little or no ...

  7. Fail-Safe Investing - Wikipedia

    en.wikipedia.org/wiki/Fail-Safe_Investing

    The book outlines "17 simple rules of financial safety" and provides detailed commentary on their explanation and implementation. The chapter for Rule #11 is called "Build a Bullet Proof Portfolio for Protection" and makes a case for a diversified investment portfolio of stocks, bonds, cash and gold to ensure financial safety.

  8. McCaffery Breaks Down How The Rich Avoid Taxes - AOL

    www.aol.com/finance/buy-borrow-die-rich-avoid...

    Dividends earned from stocks, for example, are another form of passive income. Part 2: Borrow. buy, borrow, die. ... you can borrow against your assets instead.

  9. Exchange fund - Wikipedia

    en.wikipedia.org/wiki/Exchange_fund

    Many holders of appreciated positions may elect to hold the concentrated position and borrow against it rather than sell and pay the associated capital gains tax, which results in deadweight loss to the economy. Proponents argue that exchange funds help with this significant deadweight loss as holders of appreciated stock can diversify and ...