Investors are increasingly wanting to customize their portfolios in a way that aligns with their...

If there’s one thing ultra-high-net-worth investors don’t like, it’s taxes. (Well, to be fair,...

The U.S. has seen lowering inflation, stable growth, and a resilient labor market. However, that...

Direct indexing is a separate account in which the investor tracks the performance of an index....

In 2021, which was a record year for IPOs, many high-net-worth investors exited large positions...

Direct indexing services like Vanguard Personalized Indexing lets advisors customize portfolios...

Tax-loss harvesting involves selling off assets at a loss to offset gains made elsewhere in the...

One of the biggest advantages that direct indexing boasts is the ability to mine portfolios for...

Direct indexing services can mitigate portfolio concentration risk by underweighting exposure in...

There are a few ways to diversify an overly concentrated portfolio. Equity derivative structures...

Overconcentrated stock positions can be highly risky for a portfolio. If one stock makes up 10%...

With half of 2023 in the books, investors could already start thinking of how to minimize their...

Direct indexing allows advisors to build customized portfolios based on their client’s individual...

Direct indexing has been gaining attention as a more customizable investment option than ETFs or...

Direct indexing with daily scans for tax-loss harvesting opportunities can increase after-tax...

An index fund seeks to replicate the performance of an existing stock index, like the S&P 500...

Fixed and active strategy funds can offer investors set-it-and-forget-it options for their...

Direct indexing is a separately managed account where the investor owns individual stocks that...

Despite the noise that many bad actors are making about socially responsible investing, demand...

A debt ceiling deal was made in time to avert a global financial catastrophe — but we’re...

Direct indexing has become an increasingly popular option for ultra-high-net-worth investors with...

Direct indexing allows a deeper level of customization that mutual funds and ETFs can’t provide....

Direct indexing can be a powerful tool for investors. But it’s not for everyone. Ideally, this...

More investors are adopting direct or personalized indexing strategies to personalize their...

If investors prioritize tax loss harvesting and ESG investing, then they may want to consider...