The Architecture of Wealth Podcast

SMAs & Direct Indexing – Separately Managed Accounts (SMAs) Can Lower Taxes

https://youtu.be/naCOYXtBIZA Mark discusses the four main reasons you may want to use an SMA: Taxes –Separately Managed Accounts (SMAs) Can Lower Taxes Taking Your Own Tilt / Smart Beta ESG & SRI Concentration Diversification & Regulation Separately Managed Accounts (SMAs) Can Lower Taxes. Tax losses can be harvested at the individual stock level; this allows …

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