Explore how indexing tracks economic trends, supports passive investing, and serves as a benchmark tool for comparing market ...

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 ...

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 ...

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 ...

Direct indexing’s popularity has soared, with assets invested in direct indexes exceeding $260 billion at the end of 2022. This approach, which involves investing in the individual securities ...

This article discusses the best index funds to buy right now.

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 ...

More investors are adopting direct or personalized indexing strategies to personalize their portfolios. But while the strategy may be garnering attention, not everyone knows how it works—or who it ...

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, ...

The Magic Formula is still one of my favorite broad-based indexing strategies. I buy these lists in a price-weighted format and do not liquidate any of the positions. Whatever personal experiment ...

This hot investment strategy promises to lower your tax bill. Is it worthwhile? Written By Written by Contributor, Buy Side E. Napoletano is a contributor to Buy Side and an expert on student loans, ...

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 ...