Don't poison your clients' portfolios with Direct Indexing!

Don't poison your clients' portfolios with Direct Indexing! - Sara Grillo

Direct indexing sucks – don't do it. Here are the reasons it will ruin your clients' portfolios and you should run away as fast as you can.

Direct indexing STINKS - it will destroy your clients' portfolios!

In this inspirational podcast interview with Scott Salaske of FirstMetric, you will learn why #directindexing sucks, and you should use it.

More Advisors Embrace Direct Indexing. Is it Right For Your Clients?

Unlike an ETF, direct indexing allows investors to customize their portfolios to actively harvest capital losses from individual securities.

Don't Ignore Direct Indexing. For the Right Client, It Has Real Benefits.

... index fund that owned every company but the company the client worked for. ... the Fidelity direct indexing product for my own portfolio. Photo ...

A Pivotal Year for Direct Indexing - Wealth Management

... portfolios with added benefits to their end clients, analysts said. “This deal suggests a reversal in the relationship between manufacturers ...

Is Direct Indexing Right For Your Clients? - FA Mag

State-of-the-art direct indexing involves managing client portfolios in a highly customized way. ... Direct indexing strategies don't track index ...

Direct Indexed Tax Loss Harvesting: Is the Juice Worth the Squeeze?

The main problems of Direct Indexing stem from the ... In doing so, they attempt to keep the portfolio statistically matching its benchmark index ...

I'm an ETF portfolio manager AMA : r/Bogleheads - Reddit

517 votes, 445 comments. I've been working as an Index Portfolio Manager for the last 15 years for two of the major global investment ...

Will AI Replace Financial Advisors? - A Wealth of Common Sense

Technology has made investing easier (indexing, direct indexing, robo advisors, etc.). ... your clients, diagnosing a problem before providing a ...

Why Not Direct Indexes? - Smartleaf

But when I think about designing portfolios that you get to know your clients and you build Bob's portfolio and you build Janet's portfolio ...

What Is ESG Investing? - Investopedia

Environmental criteria gauge how a company safeguards the environment. Social criteria examine how it manages relationships with employees, suppliers, customers ...

90 Warren Buffett Quotes on Investing, Business, and Life - Sarwa

... index funds — are the best way to invest in the market. [To learn more ... And if you don't have the first, the other two will kill you. You think ...

Bonds may play a renewed role in portfolios – are you ready?

Inflation is moving steadily lower, paving the way for the return of favorable negative stock-bond correlation.

How Direct Indexing Seeks to Reduce Portfolio Taxes

We don't want to let taxes entirely dictate your investment approach. ... This name reflects the company philosophy of “clients before ...

Prepaying Vs The Risk Of Buying Stocks "On Mortgage" - Kitces.com

Should we be telling clients to buy fewer stocks "on mortgage" and instead just invest in more volatile portfolios directly (and if they don't ...

I Have a Good Grasp on Investing. Why Pay a Financial Advisor 1%?

But many of them also suggested that clients consider whether 1% for bare-bones investment management is worth the fee. “Managing investments is ...

Certificate of Deposit- Fixed Income Products - Charles Schwab

Charles Schwab & Co., Inc. is not an FDIC-insured bank and deposit insurance cover the failure of an insured bank. Please visit the Schwab CD OneSource® page ...

Thomson Reuters: Clarifying the complex | Thomson Reuters

The Q3 2024 Thomson Reuters Law Firm Financial Index (LFFI), powered by Financial Insights, showed a strong outlook for law firms with overall demand up 3.6% ...

Newsletters - The Legend Group

In 2023, large bank failures brought renewed attention to the risks banks take to earn money, the role of the FDIC, and the insurance that covers customer ...

VOO: The S&P 500 Should Be The Cornerstone Of Your Portfolio

Vanguard S&P 500 ETF is an excellent and cost-effective option. Click here to see why VOO is a Buy.