#Investing on MSN

Direct Indexing Explained: When is It Worth it?

Direct Indexing was once a niche strategy employed by high-net-worth investors. But in recent years, this scenario has ...
Hosted on MSN

The direct advantage: Understanding the pros & cons of direct indexing

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 ...
Wall Street Journal

What Is Direct Indexing?

This hot investment strategy promises to lower your tax bill. Is it worthwhile? Written By Written by Contributor, Buy Side E. Napoletano is a contributor to Buy Side and an expert on student loans, ...
Nasdaq

Decoding direct indexing: a critical analysis

In the ever-evolving world of finance, investment strategies are constantly changing and adapting. Direct or custom indexing is one such strategy that has been making waves in 2024. This investment ...
Nasdaq

More Investors Can Take Advantage of Direct Indexing’s Tax-Loss Harvesting Abilities

Direct indexing used to be reserved for the “ultra, ultra-high-net-worth investor,” as Vanguard’s CEO Tim Buckley said at Exchange 2023. But direct indexing has been getting more attention from a ...
Morningstar

Ask Your Advisor These Questions Before Direct Indexing for Tax Management

Direct indexing is a strategy that helps you manage your taxes through investing in separate accounts. Because of the rise in passive investing and lower minimum investments for fractional shares, ...
Business Wire

Alphathena and ETF.com Partner to Bring Valuable Direct Indexing Education to Financial Advisors

WARRENVILLE, Ill.--(BUSINESS WIRE)--Alphathena, a leading fintech platform empowering advisors and institutions to deliver personalized investment experiences through real-time direct indexing, is ...