Ultra high net worth investors have been using direct indexing to reduce their annual tax bill...

Tax-loss harvesting involves selling underperforming stocks at a loss, then using the proceeds to...

Direct indexing is a separately managed account designed to replicate the performance of an...

Once, direct indexing was something reserved for ultra-high-net-worth investors. It was...

Investors are increasingly turning to direct indexing accounts to create customized portfolios....

Investors are increasingly turning to direct indexing services like Vanguard Personalized...

Direct indexing used to be reserved for the “ultra, ultra-high-net-worth investor,” as Vanguard’s...

Direct indexing is a separately managed account designed to replicate the performance of a chosen...

Tax-loss harvesting involves selling underperforming stocks at a loss and then using the proceeds...

With a mutual fund or ETF, investors own shares of a basket of securities that tracks an index...

As Benjamin Franklin — you know the guy — once said, “in this world, nothing is certain except...

Direct indexing has a number of arguments in its favor, especially if an investor has a...

By Harry Mamaysky

A direct indexing portfolio is a separately managed account where the investor owns individual...

Until recently, direct indexing was viewed as a bridge too far for even high-net-worth investors...

August is typically a tame month when it comes to market activity, but as summer winds down,...

Direct indexing was a service that used to be reserved only for the ultra-high-net-worth investor...

Direct indexing is a separately managed account that attempts to replicate the performance of an...

There are several different reasons why an investor has developed concentrated positions within...

Direct indexing is a separately managed account that attempts to replicate the performance of an...

High-net-worth (HNW) investors often have strong convictions about where they want their money...