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Mutual funds, ETFs, and SMAs all give you access to the market — but the way they handle taxes, costs, and control can lead to very different outcomes. In this episode, I break down how each vehicle works, where it shines, and when it falls short. If you’ve ever wondered which is best for your portfolio, this is the episode you’ll want to hear.
Listen now and learn:
► Why mutual funds can leave you paying for other investors’ decisions — and how ETFs and SMAs solve that problem.
► The key differences between mutual funds, ETFs, and SMAs in terms of tax efficiency, cost, and customization.
► When an SMA makes sense (and when it doesn’t) — including how tax-loss harvesting at the stock level creates “tax alpha.”
► The future of investing vehicles: why ETFs dominate flows, how SMAs are growing, and why mutual funds still matter in retirement plans.
Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).
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References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.
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