See how direct indexing compares to index funds and ETFs for investors who want to customize their accounts or minimize investment-related taxes.
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.
Reviews changes in tax legislation, the impact of taxes on various investment vehicles, and techniques for enhancing after-tax investment returns.
In years with negative investment returns, investors may be able to use losses to offset taxable capital gains, a technique known as tax loss harvesting.
Smart tax planning starts with locating assets appropriately across taxable and tax-advantaged accounts to enhance after-tax returns.