Many investment strategies aim to replicate the returns of a stock market index, such as the S&P 500. Direct indexing is one such strategy that has added tax benefits. Many, or all, of the products ...

Investors can purchase many or all the stocks in a specified index, which can include holding hundreds of individual securities. A common way to measure the performance of the stock market is by ...

Much like real estate is all about "location, location, location," for most long-term investors, portfolio construction is all about "diversification, diversification, diversification." A diversified ...

Investors interested in diversifying their portfolios can use direct indexing and ETFs to achieve that goal. While an ETF can be a simpler option, you can exercise more control over your portfolio ...

Direct indexing, a strategy that provides investors with enhanced opportunities for customization, has been garnering a lot of attention these past few years. It’s a relatively simple concept: With ...

Despite surging assets under management and growing institutional enthusiasm, direct indexing remains a relatively underused tool among financial advisors in the US wealth management space, according ...

The S&P 500's performance can diverge from that of its constituent stocks; even in years when the index rises, some individual stocks may decline. Direct indexing takes advantage of this by isolating ...

The year’s heightened market volatility—with several S&P 500 sectors experiencing swings exceeding 20%—created significantly more opportunities than typical market years. Industry research indicates ...

Periods of market turbulence are often framed as threats to portfolio stability, but new research suggests they are also accelerating structural change in US wealth management. The study, conducted ...