(The Telegraph) - The underlying principle of putting your eggs in more than one basket is alive and well.
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https://www.telegraph.co.uk/business/2022/04/13/keep-calm-carry-investing-shares-bonds/
By Tom Stevenson
April 13, 2022
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.
Custom SMAs can be tailored to personal investment goals, adjusting their holdings to suit a variety of investment styles and preferences while remaining focused on tax planning and tax management.