Exchange-traded funds are increasingly popular in asset allocation strategies, as they allow broad diversification. Indexed ETFs are tax-efficient and provide an easy way for retirement savers to ...

If you have an investing account, chances are you’ve heard a pitch about direct-indexing, an investment strategy that wealthy investors have used for years, that is more and more often being marketed ...

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 ...

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 ...

Despite surging assets under management and growing institutional enthusiasm, direct indexing remains a relatively underused tool among financial advisors in the US wealth management space, according ...

Last spring, I wrote about the investment strategy of direct indexing, which involves buying an equity index directly rather than through a fund. (Technically, direct indexing usually samples a ...

Passive indexing matches a market index with lower costs and management effort. This strategy offers diversification and stability by holding many stocks long-term. Historically, passive funds often ...

I rise in defense of ETFs, and in firm opposition to those who say direct indexing is the superior method of investing. Exchange-traded funds allow you to buy or sell baskets of securities as easily ...

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 ...