(Yahoo!Finance) - DoubleLine Capital Founder and CEO Jeffrey Gundlach sits down with Yahoo Finance Live's Brian Sozzi to discuss 2022 market concerns, the Fed, inflation, interest rates, the yield curve, and the Consumer Price Index for urban consumers.
Video Interview with Jeffrey Gundlach:
https://www.youtube.com/watch?v=jIXlNyNABjE
Applying a tax management framework to smart beta or factor portfolios provides beneficial after-tax outcomes. Among the factor portfolios tested, a tax management framework generally resulted in a less desirable pre-tax portfolio but is compensated for on an after-tax basis.
Advisors can use custom SMAs to help their clients pursue a range of goals. Fidelity's guide will explore four common use cases, including diversification away from concentrated positions and even accumulating capital losses for a future taxable event.