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.
Scott Bessent said a tariff “dividend” of at least $2,000 could come via the tax cuts passed in the signature economic policy bill earlier this year.
Most investors think self-directed IRAs are limited to stocks and bonds. Brad Kraft, President of Provident Trust Group (PTG), explains how advisors can help clients access a far broader universe—from real estate and private equity to LLCs and early-stage businesses. Kraft shares how PTG’s entrepreneurial culture, proprietary technology, and flat-fee pricing structure make alternative investing more accessible while maintaining the trust clients expect.