Tax-managed SMAs are still a best practice despite possible tax cuts
While we can't foresee what the next four years may bring, we know that one thing under our control is the disciplined deferral of gains and routine harvesting of losses.
Taxes may be cut under President-elect Donald Trump, but they aren't going away. That's the key thought that advisers should keep in mind as they consider adapting investment strategies for their clients in the midst of potential tax law changes.
In tax-managed separately managed accounts (SMAs), t
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