Direct indexing strategies offer greater tax efficiency and the ability to customize a portfolio with individual stocks.

Trump's accounts were making thousands of trades to maximize tax write-offs. Here's who might want to copy the strategy.

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There's a growing interest in direct indexing, buying the stocks of an index, rather than a mutual or exchange-traded fund, to achieve goals like tax efficiency, diversification or values-based ...

President Donald Trump is reportedly considering another powerful tool for America’s pro-growth agenda: indexing capital gains taxes for inflation. The proposal, long championed by Larry Kudlow, ...

A Washington tax proposal targeting inflation adjustments on capital gains could reshape what Elon Musk eventually owes on his massive Tesla stake, but the math reveals a far messier picture than the ...

In order for any internal combustion engine to function properly, you need three basic things: air, fuel, and spark. Air mixes with the fuel, providing an explosive catalyst. The engine compresses the ...

Direct Indexing is becoming more popular. In the past year or so, Fidelity, Schwab, and Vanguard have launched direct indexing products. Yet only 12% of advisors use direct indexing. What’s more, half ...

Tuesday’s column described direct indexing’s approach and goals. (Unless you are already well versed in the topic, I recommend reading that article before proceeding.) Today, I will put numbers to ...

Too much SEO effort is focused on ranking. But many sites would benefit from looking one level up – to indexing. Why? Because your content can’t compete until it’s indexed. Whether the selection ...