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Tax Alpha, Total Customization, and Five Minutes a Quarter: Alpha Vee Makes the Case for Direct Indexing

by Madeline Voss Contributor
Every advisor has a version of the same pitch conversation. The market is volatile, you need to justify your fees, and clients want something that feels built for them—not assembled off a shelf. For a growing number of RIAs and independent advisors, direct indexing is becoming the answer to all three pressures at once.

Featured

Current Earnings Strength Being Driven By Capital Investment In Artificial Intelligence

It comes down to earnings durability and breadth.

Fed Dissenters Speak Out: 'The Next Rate Change Could Be Either A Cut Or A Hike'

(Yahoo! Finance) - Three Federal Reserve officials offered insight about why they dissented at this past week’s meeting over the central bank’s bias toward cutting interest rates.

China's Rare Defiance Of US Sanctions Sparks Showdown Over Banks

(Bloomberg) - China has ordered companies to defy US sanctions for the first time, a step that threatens to put its banking sector into the crosshairs of competition between the world’s largest economies.

Recent

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Trump’s Potential Impeachment Doesn't Seem to Bother Investors

It appears (not surprisingly) that the stock markets are more interested in a China trade deal than Trump’s political problems.

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How Improving Your Diet Could Improve Your Workflow

It can be hard to decipher what the best diet is for a productive workday.

Advisor Wellness

Drinking Red Wine Every Night Can Help You Sleep Better and Live Longer

According to a study a glass of wine at night can actually help in preventing such things as cardiovascular disease and type-2 diabetes.

Advisor Wellness

Tech billionaires diets: From Jack Dorsey's 'fasting' to Bill Gates' Diet Coke obsession to Zuckerberg’s “Kill What You Eat” Diet

Just because billionaires have the money to pay for personal chefs or high-end health foods doesn't mean they adhere to diets that are good for them.

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Private Credit Could Spark Psychological Contagion, Barr Warns

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Bill Ackman’s Pershing Square USA Sinks 16% After $5 Billion IPO

Companies

The Only Number That Matters For 'Magnificent 7' Earnings This Week: Morning Brief

Washington Wire

Bessent Says US Is ‘Suffocating’ Iran With Oil Industry Creaking

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