This article examines how balanced portfolios of stocks and bonds can be enhanced using more sophisticated investment approaches and technology. It focuses on the integration of equity direct indexing with individually tailored municipal bond portfolios within a single separately managed account, highlighting the potential for improved tax efficiency and stronger after-tax returns—particularly for high-income investors.
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About Investments & Wealth Review
Investments & Wealth Review is a bimonthly magazine, written by award-winning authors from academic institutions and leading financial firms. Immerse yourself in current industry news and thought-provoking articles on the investment, legal, regulatory, business development, retirement, and wealth management topics that matter most to you and your clients.
