The S&P 500's performance often diverges from that of its constituents. Direct indexing takes advantage of this by harvesting losses stocks with losses.

Selling a major asset can result in huge capital gains taxes, but combining direct indexing with tax-loss harvesting can ...

Markets are unpredictable—but your tax strategy doesn’t have to be. Range highlights two increasingly popular wealth management strategies, tax-loss harvesting and direct indexing, which have proven ...

On one end of the spectrum is passive investing; on the other, active. And somewhere in between sits direct indexing. Processing Content For clients looking for precise control over their portfolios, ...

Market volatility, which is often viewed as a risk, becomes a source of tax optimization. Even in rising markets, individual securities regularly experience temporary declines. Direct indexing allows ...

For decades, the broad U.S. stock market has rewarded many investors with steady long-term growth—and concentrated exposure to some of the most innovative, growth-oriented companies has historically ...

Interest from direct U.S. Treasury obligations is generally exempt from state and local income taxes. Read more here.