SMAs: Quantifying the Tradeoffs Between Taxes and Diversification
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Our research shows that a broadly diversified portfolio can increase expected ending wealth over the long term compared to a concentrated portfolio, net of taxes incurred during the transition.
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The Next Dimension in Customized Investing
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Financial professionals can harness the power of Dimensional Investing in separately managed accounts tailored to an investor’s unique needs. Learn more about Dimensional SMAs |