Talk of The Villages Florida - View Single Post - Harvesting LTCG(s) in 2021
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Old 12-24-2021, 04:21 PM
CFP James CFP James is offline
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Default STU from NYC............I like your comments......but

After 36 years of Mutual Fund experience, I would recommend a SMA (Separately Managed Account) with a manager that only purchases Dividend paying companies.

If Manaboutown has over $300,000 to invest, the SMA is less expensive and a better alternative to a Mutual Fund.

I wish lower minimums were available for SMA's so more investors could experience the benefits of personally owning shares in each of the stocks chosen by the manager of the SMA.