The Difference Between Direct Indexing and ETFs
Direct indexing is a relatively simple concept. A strategy that provides investors with enhanced opportunities for customization.
Recent
Global Index Funds Seek to Shift Out of Chinese ADRs as Delisting Looms
Global index-tracking fund managers with exposure to U.S.-listed Chinese firms are pushing index providers to swap into their Hong Kong-traded peers.
Jim Cramer, CNBC 'Evolve' In Coverage of Index Funds
Average investor — who tends to capitulate to emotions and sell at the worst times — has significantly underperformed S&P 500 index over longer haul.
Can an Index Fund Investor Lose Everything?
Can an index fund investor lose everything? Probably not. This would entail all stocks in an index effectively going to a price of zero.
Direct Indexing Is Coming Your Way
Is the latest investment fashion worthwhile? Today’s trend is direct indexing. Seemingly every major company is on board.
Schwab or Fidelity: Whose Direct Indexing has the ESG Edge?
Schwab is going to limit investors to eliminate up to 3 stocks from their Direct Indexing, which means it's only use will really be for tax purposes.
4 Ways CPAs Can Explain the Tax Benefits of Direct Indexing to Clients
Pop quiz, CPAs: What do you tell a client who asks you about the tax benefits of direct indexing?
