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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

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.

Current Earnings Strength Being Driven By Capital Investment In Artificial Intelligence

It comes down to earnings durability and breadth.

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.

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Portfolio Construction

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Investments giant BlackRock has indeed “started to dabble” in the bitcoin market, according to regulatory filings published Wednesday.

Portfolio Construction

Helping Americans’ Retirement Plans Recover From COVID

Many Americans say it will take two or three years to repair pandemic damage to their retirement savings.

Portfolio Construction

How Masayoshi Son’s ‘Money Guy’ went from hero to zero

In 2020, SoftBank Group Corp.’s Masayoshi Son visited Indonesia, offering to invest billions of dollars toward the development of a new capital city.

Portfolio Construction

Many young workers opting for target date retirement funds

Young people hired at the University of Pittsburgh are automatically enrolled in a retirement savings plan, but most fail to pick any investments.

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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

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

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