The S&P 500's performance can diverge from that of its constituent stocks; even in years when the index rises, some individual stocks may decline. Direct indexing takes advantage of this by isolating ...

Direct indexing: A (tax-)smarter way to index your investments ...

As wealthy clients demand more personalization and tax efficiency, direct indexing is emerging as a powerful tool advisors can offer, though many are still learning how to use it. Emily Gray, managing ...

The year's heightened market volatility-with several S&P 500 sectors experiencing swings exceeding 20%-created significantly more opportunities than typical market years. Industry research indicates ...

On one end of the spectrum is passive investing; on the other, active. And somewhere in between sits direct indexing. Processing Content For clients looking for precise control over their portfolios, ...

Tax-loss harvesting (TLH) has existed for decades, but its impact has historically been limited by one simple constraint: structure. When investors hold pooled vehicles such as ETFs or mutual funds, ...

Markets are unpredictable—but your tax strategy doesn’t have to be. Range highlights two increasingly popular wealth management strategies, tax-loss harvesting and direct indexing, which have proven ...