For long-term investors, tracking the market has been a reliable way to build wealth. Over the past 30 years, the S&P 500 has delivered average annual returns of about 10%, even during periods of ...

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 ...

Financial advisors are embracing direct indexing at a growing pace, viewing it as an increasingly important tool for meeting the expectations of high-net-worth and ultra-high-net-worth clients, ...

Investors interested in diversifying their portfolios can use direct indexing and ETFs to achieve that goal. While an ETF can be a simpler option, you can exercise more control over your portfolio ...

Client demand for personalized investment strategies continues to increase, and direct indexing has become one of the fastest-growing segments in the managed account space. Direct indexing is the ...

The year’s heightened market volatility—with several S&P 500 sectors experiencing swings exceeding 20%—created significantly more opportunities than typical market years. Industry research indicates ...

Recent research from FTSE Russell reveals that direct indexing is on the verge of rapid growth among U.S. investment advisors. Currently, only 21% of advisors are using direct indexing, but nearly ...

ETFs remain a favorite for investors due to their diversification and tax efficiency, making them easy additions to retirement portfolios. However, direct indexing is an increasingly attractive ...

The S&P 500's performance can diverge from that of its constituent stocks; even in years when the index rises, some individual stocks may decline. Direct indexing takes advantage of this by isolating ...

How tax-loss harvesting and direct indexing turned market volatility into tax savings in 2025 Markets are unpredictable—but your tax strategy doesn’t have to be. Range highlights two increasingly ...