Tax-loss harvesting is one of direct indexing’s biggest benefits. The automation that direct indexing provides greatly increases the strategy’s potential benefits. Tax-loss harvesting involves selling ...

Tax-loss harvesting involves selling an investment at a loss, then reinvesting the proceeds of that sale into another asset. It’s also one of the main benefits of direct indexing. Unlike a mutual fund ...

Matt and Julie interview Cindy Galiano, head of product, investment management at Morningstar, and Zach Hamilton, a financial advisor at Alterra Advisors, about direct indexing. You can listen to this ...

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 ...

Direct Indexing was once a niche strategy employed by high-net-worth investors. But in recent years, this scenario has changed. Direct Indexing has now evolved into a mainstream investing approach ...