Outlook for Tax Increases Remains Unclear

It’s uncertain whether tax rates will increase this year, but active tax management in direct indexing accounts can still improve after-tax returns.

  • July 22, 2021
Customized Equity Portfolios Invest for Racial Equality

The AIA Racial Equity investment approach uses direct indexing to focus on companies that promote diversity, equity and inclusion.

  • December 30, 2020
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Direct Indexing Solutions for Tax-Efficient Diversification

Learn how a direct indexing strategy can help control the tax impact of diversifying a concentrated stock position.