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Composites have a lot to say about an investment product’s historical performance. But when it comes to taxable SMAs, they leave a lot out.Read more
Big-ticket, ultra-short notes force muni SMAs with low minimums to buy longer-term paper at rich prices, likely giving clients more heartburn than total return.Read more
Earlier this year, we began offering Parametric’s Tax-Managed Custom Core Separately Managed Accounts to our wealth management clients. We are now sharing our experience from an operations perspective through a conversation with Litman Gregory’s director of operations, Tisha Ehrenberger.Read more
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