My fidelity advisor recommended to switch to a sma (separately managed account) instead of an sp500 index fund. The fees are higher obviously. The biggest advantage sounds like tax loss harvesting. What do y’all blinders think? Tc 250
Tax loss harvest is a consolation prize not some kind of advantage..
It’s a free call contact.
Fire your adviser.
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Only can tax loss harvest 3k per year and it can roll over if you have a bad year. Maybe a bad rsu year or something. I'd stick with sp500. They are clearly selling you something for their own gain.