Too much tax alpha, too little diligence with Steve Curley

There's a flavor of financial adviser that understands how powerful tax alpha sounds to prospects and clients, but who hasn't thought too much about what could go wrong.Steve Curley has seen this before with the hype around market timing strategies, private investments, crypto and now... tax alpha.His point is NOT that these things are bad, only that they require increasing levels of diligence, and he cautions that some folks recommending these products simply haven't done the work.