This is an overview explaining Direct Indexing and how you may benefit from using this alternative, tax-aware investment strategy.
Most of us are familiar with the term indexing when it comes to investing. It simply means mimicking a specific investment index. While there are over 5,000 different indices, the most common index investors follow is the Standard and Poor’s 500 (S&P 500). Others that are frequently displayed across..
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You have likely heard it before: Year end is an important time for your finances. But what you might not appreciate is how easy some of the steps are to make real change, particularly as it relates to minimizing your tax burden. There is a limited window for taking some important steps to minimize your taxes for the current year and set you up for success in the coming year. Below are some key steps to consider for your year-end..
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Financial markets had a rough third quarter across the board – stocks, bonds, U.S., international, and emerging markets – hurt by rising interest rates and inflation. After a very difficult first half of the year, equity markets rebounded briefly in July and August on investor hopes of an easing in inflation and a Fed pivot or pause. The reprieve, however, was short-lived, as stocks tumbled to fresh lows in late September amid..
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