Direct Indexing
Tax Management Update – Q3 2023
Although the S&P 500® is up over 13% year to date, the recent pullback has provided tax loss harvesting opportunities for direct indexing investors.
Is Direct Indexing Right for You?
See how direct indexing compares to index funds and ETFs for investors who want to customize their accounts or minimize investment-related taxes.
With Direct Indexing, Process Matters
Kevin Maeda explains how process is a key differentiator between direct index providers, particularly for clients diversifying concentrated stock positions.
How to Evaluate a Direct Index Provider
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.
Tax Management Update – Midyear 2023
Despite strong equity market returns, actively managed equity and direct index strategies were still able to find tax loss harvesting opportunities.
CE Credit: Managing Taxable Investments: Techniques for Mitigating Tax Costs in Investing
Reviews changes in tax legislation, the impact of taxes on various investment vehicles, and techniques for enhancing after-tax investment returns.
The Case for Taxable Retirement Investing: Part 1
There are potential benefits to using taxable accounts for retirement investing, both for retirement savers and for retirees.
Asset Location Strategies
Smart tax planning starts with locating assets appropriately across taxable and tax-advantaged accounts to enhance after-tax returns.
Generate Better After-Tax Returns with Direct Indexing
Learn why direct indexing with a separately managed account (SMA) is more tax-efficient than an index fund or ETF.
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.
Tax-Efficient Portfolio Transitions Using Direct Indexing
Discover how direct indexing can help minimize the tax consequences of transitioning portfolio assets to a new account.
Create Customized Portfolios Using Direct Indexing
See how index portfolios can be customized for ESG (environmental, social, and governance) or strategic investment goals using active screening techniques.