A new investment strategy is slowly making its way to Main Street investors as technology improves and lowers trading costs. Instead of trying to match the performance of a stock index by buying ...

Direct indexing (DI) has gained popularity in recent years, driven by advancements in technology that have made it more accessible and cost effective. Various financial institutions and investment ...

While indexing offers an inexpensive way to beat most professionally managed funds over time and delivers instant diversification, picking stocks is fun. It also offers a way to focus on a key ...

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, ...

Karen Wallace, Morningstar's director of investor education, throws light on the subject. Index funds are popular investment choices for good reason--they’re often cheap, diversified, and ...

Tax-loss harvesting involves selling an investment at a loss, then reinvesting the proceeds of that sale into another asset. It’s also one of the main benefits of direct indexing. Unlike a mutual fund ...

I rise in defense of ETFs, and in firm opposition to those who say direct indexing is the superior method of investing. Exchange-traded funds allow you to buy or sell baskets of securities as easily ...

Commonly referred to as the “great unwrapping,” direct indexing has the potential to be the next disruptive force in asset management. In the same way that the invention of the exchange-traded fund ...

(Bloomberg View) -- A recent Sanford Bernstein research report titled "The Silent Road to Serfdom: Why Passive Investing is Worse Than Marxism," besides starting quite the kerfuffle in the financial ...

Spark plug indexing gives each spark a clearer path to ignite the air-fuel mixture, which can help tuners squeeze out a few ...