Direct indexing: A (tax-)smarter way to index your investments ...

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 ...

Wealthsimple's direct indexing brings a tax-saving investing strategy to a wider group of investors, but the number likely to ...

Tax-aware investing strategies can help transform a portfolio from good to great by maximizing after-tax returns and addressing clients’ unique financial needs and circumstances. Join Andy Rosenberger ...

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 the benefits and growing demand of direct indexing strategies, advisors seem to be a mixed bag on the matter, with many seemingly underutilizing them. Recent survey research from ...

Research suggests taxes can reduce investment returns by 1% to 2% per year for many taxable investors. While that may not ...

Markets are unpredictable-but your tax strategy doesn't have to be. Range highlights two increasingly popular wealth management strategies, tax-loss harvesting and direct indexing, which have proven ...