Don’t Be Shy About Using Model Portfolios

Using models can give clients a consistent investment experience and free up more time for advisors to provide high level financial advice.

November 16, 2023 Gregory V. Kanarian Financial Professional content – requires login
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.

September 27, 2023 Kevin Maeda - Curt Overway
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.

August 22, 2023 Kevin Maeda - Curt Overway