Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Suriyawut Suriya / Getty Images Tax indexing is the adjustment of tax rates in response to ...

When Jack Bogle launched the first retail index fund in the U.S. market, his creation was labeled “un-American” by critics who believed that independent, profit-seeking American investors would never ...

Direct indexing is having a moment. The option that was once exclusive to high-net-worth investors is moving downstream—and quickly. In 2022, Fidelity expanded its direct-index offerings to retail ...

Recent market volatility has many investors swept up like Dorthy in the Wizard of Oz with no place to turn to, but Direct Indexing could be the ruby red slippers to take you home or at least mitigate ...

Investors can purchase many or all the stocks in a specified index, which can include holding hundreds of individual securities. A common way to measure the performance of the stock market is by ...

A common way to measure the performance of the stock market is by looking at market indexes, also referred to as benchmarks. The Dow Jones Industrial Average and the S&P 500 Index are two of the most ...

When $7 trillion indexing giant Vanguard announced the acquisition last month of Oakland-based asset manager Just Invest, it was significant on two fronts. This was the first acquisition in it 46-year ...