Direct indexing. It’s a term that gets thrown around a lot, but what does it really mean? And how does it work?
In this short video you’ll learn what makes direct indexing different from traditional passive investment vehicles as well as its advantages for many investors when it comes to tax, ESG, and other customizations.
Kevin Hassett said if picked to lead the Fed the central bank’s interest rate decisions would remain independent regardless.
John McHugh sold the Magnificent Seven in 2022 when his screens signaled trouble. The WealthTrust DBS Long Term Growth ETF (WLTG) operates through two sleeves: one tactical, one quantitative. The fund tracks 9,000 companies, narrows to 700, then selects 25–35 names. McHugh offers advisors something uncommon: direct access to the portfolio manager, complimentary portfolio reviews, and webinars that help build practices. It’s a fund—and a partnership.