Customized products and experiences are popular these days. Even in the case of stock investments, it’s now possible for investors to “customize” and personalize their own stock portfolios. This is ...

Direct indexing is a strategy that helps you manage your taxes through investing in separate accounts. Because of the rise in passive investing and lower minimum investments for fractional shares, ...

WESTLAKE, Texas--(BUSINESS WIRE)--Charles Schwab today announced Schwab Personalized Indexing™, a new direct indexing solution with powerful tax management and portfolio management capabilities, is ...

A common way to measure the performance of the stock market is by looking at market indexes, also referred to as benchmarks. The Dow Jones Industrial Average and the S&P 500 Index are two of the most ...

Exchange-traded funds are increasingly popular in asset allocation strategies, as they allow broad diversification. Indexed ETFs are tax-efficient and provide an easy way for retirement savers to ...

Investors can purchase many or all the stocks in a specified index, which can include holding hundreds of individual securities. A common way to measure the performance of the stock market is by ...

Despite the benefits and growing demand of direct indexing strategies, advisors seem to be a mixed bag on the matter, with many seemingly underutilizing them. Recent survey research from ...

Direct index investing, known primarily for low-cost tax optimization, has risen dramatically over the past five years as a tailored investment strategy, hitting $864.3 billion in assets by the end of ...

The once high-flying index-rebalance strategy has seen a rash of turnover at top hedge funds including Millennium, Citadel, and Point72.

In this blog, we will explore how integrating S&P/ASX 200 High Dividend Index and S&P/ASX 200 GARP Index strategies potentially results in enhanced long-term risk-adjusted index performance based on ...