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Discover the power of direct indexing
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Direct indexing is not just a buzzword; it’s a game-changer in the world of wealth management, and we want to ensure you’re at the forefront. Whether you’re a seasoned investing professional or just beginning your journey, we offer a wealth of knowledge to confidently navigate the direct indexing landscape.
Direct Indexing short video series
Explore the power of Direct Indexing through our comprehensive video series. From the basics to advanced strategies, these videos are designed to help you understand how to harness the full potential of Direct Indexing to achieve your investment goals.
Introduction to Direct Indexing
What is direct indexing?
Questions to ask a direct indexing provider
Strategic Applications of Direct Indexing
Offsetting capital gains from other household investments
Unwinding a concentrated stock position with Direct Indexing
Planning for a financial windfall with Direct Indexing
Transitioning new clients into your practice with Direct Indexing
Building a customized portfolio through Direct Indexing
How direct indexing could enhance charitable giving
Direct Indexing articles
- Direct indexing decoded: A must-know for financial advisors maneuvering through tax season
- Staying ahead of the game with direct indexing in financial advisory
- Strategic tax planning: Kickstart the year with direct indexing
- Strategic giving: How direct indexing could enhance charitable contributions
- 6 steps to tax-efficient onboarding of clients with direct indexing
- How to use Direct Indexing to offset taxes on a future financial windfall
- Concentrated stock positions: The consequence of forgetting to spring clean a portfolio
- What should you look for in a direct indexing provider? 10 things to consider
- How to attract high net-worth investors with direct indexing
- Top 5 reasons to use Direct Indexing
- Top 5 benefits of direct indexing: Our view
- Separately Managed Accounts with Direct Indexing: A tax planning tool for baby boomers
- Personalized Managed Accounts: Aligning to your client’s values on their terms
- Direct Indexing: An easy way to tax-loss harvest all year long
- What do you do with a concentrated stock position?
- Direct indexing: An efficient way to turn tax losses into tax assets
- Direct Indexing: What exactly is it and why are so many talking about it?
Frequently Asked Questions for Direct Indexing
What is direct indexing, and how does it differ from traditional investing methods like mutual funds and ETFs?
Direct indexing is an investment strategy that mirrors the market performance of a chosen index by holding a representative selection of its securities. Implemented through Separately Managed Accounts (SMAs), it empowers investors to directly own the underlying securities. Direct Indexing breaks away from the one-size fits-all approach of mutual funds and ETFs. Instead of buying a pre-packaged mix of stocks, you can restrict securities or industries you don’t want to own or select from a list of pre-defined exclusions and themes. This means your investments can align with your goals, values and unique circumstances.
What are the potential tax advantages of direct indexing for investors?
By strategically buying and selling individual securities, investors can potentially optimize their tax situation. This means selling underperforming stocks to harvest losses and purchasing new ones with comparable traits Over time, this strategy accumulates “tax assets” for potential future use.
How does direct indexing work in terms of customization?
By owning individual stocks directly, investors can tailor their portfolio by excluding exposure to specific stocks, industries or sectors. Whether it’s reducing exposure due to industry ties or omitting company-issued stock, direct indexing puts you in control. Additionally, leverage preset screens or themes from your provider to streamline your investment approach.
Who benefits from direct indexing strategies?
Direct indexing caters to various investor needs, including:
- Managing concentrated stock positions
- Preparing for financial windfalls
- Addressing mutual fund tax challenges
- Customizing investment preferences
- Year-round tax loss harvesting