See how direct indexing compares to index funds and ETFs for investors who want to customize their accounts or minimize investment-related taxes.
Kevin Maeda explains how process is a key differentiator between direct index providers, particularly for clients diversifying concentrated stock positions.
See why choosing a direct index provider isn’t as straightforward as selecting a passive index fund or ETF, how strategies can differ, and why it matters.
There are potential benefits to using taxable accounts for retirement investing, both for retirement savers and for retirees.
Smart tax planning starts with locating assets appropriately across taxable and tax-advantaged accounts to enhance after-tax returns.
Learn why direct indexing with a separately managed account (SMA) is more tax-efficient than an index fund or ETF.
Learn how a direct indexing strategy can help control the tax impact of diversifying a concentrated stock position.
Discover how direct indexing can help minimize the tax consequences of transitioning portfolio assets to a new account.
See how index portfolios can be customized for ESG (environmental, social, and governance) or strategic investment goals using active screening techniques.