Recently, direct indexing, a lesser-known investment approach, has started outpacing both ETFs and mutual funds in investor adoption. Direct indexing offers unique benefits that can’t be ...
Direct indexed tax loss harvesting is a strategic approach to managing your investments that can provide significant tax ...
Exchange-traded funds are increasingly popular in asset allocation strategies, as they allow broad diversification. Indexed ETFs are tax-efficient and provide an easy way for retirement savers to ...
You may have heard about direct indexing recently. It isn’t new, but it may feel that way given all the attention and interest it is generating these days. The elimination of trading commissions ...
Direct Indexing continues to become more popular with advisors and investors. The initial tax savings are not to be ignored. Back in August 2022, I wrote about some pros and cons of direct indexing ...
This latter option, known as direct indexing, is becoming increasingly popular. Rather than buying shares of an index fund, direct indexers replicate the index in their own portfolios by buying ...
If there's one thing that polls lower than Congress and broccoli, it's taxes. Virtually no one likes paying them -- especially when you've accumulated enough wealth to find yourself in one the ...
FIn this report, Morningstar researchers examine the continued growth of direct indexing and other tax-management services. Our latest research explores the rapidly growing universe of SMAs and ...