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The Benefits of Separately Managed Accounts: How Direct Indexing SMAs Can Transform Your Investment Strategy with Tax-Efficient Solutions  Thumbnail

The Benefits of Separately Managed Accounts: How Direct Indexing SMAs Can Transform Your Investment Strategy with Tax-Efficient Solutions

This article will explore how direct indexing SMAs can address key investment challenges—such as creating a better core equity portfolio, reinvigorating frozen portfolios, diversifying concentrated stock, improving tax efficiency following a business sale, enhancing an existing model portfolio, and migrating a model portfolio—while also optimizing tax efficiency.

How To Invest Financial Management Tax Planning
How to Determine the Right Asset Allocation: A Guide to Balancing Risk and Reward  Thumbnail

How to Determine the Right Asset Allocation: A Guide to Balancing Risk and Reward

One of the most common questions investors ask is, "How do I determine the right asset allocation?" Asset allocation is essential to building a balanced portfolio, and the key factors to consider are your ability, willingness, and need to take on risk. In this post, we’ll break down these three components to help you better understand how to structure your portfolio for long-term success.

How To Invest
How Much Impact Does the President Have on Stocks? Thumbnail

How Much Impact Does the President Have on Stocks?

The anticipation building up to elections often raises questions about how financial markets will respond. However, the outcome of an election is only one of many inputs to the market. This interactive exhibit from Dimensional examines market and economic data for nearly 100 years of US presidential terms. It shows a consistent upward march for US equities regardless of the administration. This is an important lesson on the benefits of a long-term investment approach.

Markets & Economy