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

Index investing allows market participants the ability to build their ideal portfolios using baskets of stocks and bonds.

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 ...

Market volatility, which is often viewed as a risk, becomes a source of tax optimization. Even in rising markets, individual securities regularly experience temporary declines. Direct indexing allows ...

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, ...

Direct indexing has generated a lot of buzz lately in the financial services industry. Large financial services firms such as Schwab, Fidelity and Vanguard have begun offering direct indexing services ...

Charles Schwab announced Thursday that RIA clients now have access to several new improvements to its Schwab Personalized Indexing platform. With this latest upgrade, RIAs now can onboard clients with ...