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[quote=Anonymous][quote=Anonymous]NP. Also restarting this thread. The way Fidelity and others actively pitch this approach, I can’t believe there aren’t others on this board who considered an SMA and have lots of opinions or experiences with it. Are SMA’s just not your thing? If so, why? Our biggest issue is that my spouse has to do a lot of reporting on everything they invest in. This seems like too many trades to report to make it worth it. Plus it sounds like it really is only ideal in highly volatile markets. So right not it looks good. But if markets smooth out in five years, will this be worth it? And if I take my money out, seems like I’m then creating a big taxable event for myself. I have been asking these questions of the fiduciary, but I get a lot of hand wavy answers. [/quote] Hand wavy answers are a red flag ime [/quote]
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