CPAs: 3 Ways Direct Indexing Can Help Your Clients Level Up Their Charitable Gifting
Direct indexing for charitable gifting allows investors to gradually improve aspects of portfolios, gaining figurative “+1” factors like flexibility.
Recent
'The Democratization of Investing': Index Funds Officially Overtake Active Managers
First time in history, retail investors’ index fund holdings exceed their holdings in actively-managed funds, according to numbers from Morningstar.
ETF vs. Index Fund: What Are the Differences?
Which is better for you? ETFs and index funds have a lot in common. Both are passive investment vehicles that pool investors' money.
‘For Every Winner There is a Loser’: Why Fund Managers Fall Short
Active funds promise to outperform markets after fees, but few do so, and those that outperform for a period often fall back to the pack.
How a Sustainability Index Can Keep Exxon but Drop Tesla
Three ways to fix ESG ratings to meet investors’ expectations.
The 5 Best S&P 500 Index Funds (and the Worst One)
Not all index funds are created equal. Here is a list of the 5 best S&P 500 index funds and 1 that should be avoided.
What Even is Direct Indexing, And is it Worthwhile?
Today’s trend is direct indexing and seemingly every major company is on board.
