Last year, assets in passive mutual funds and ETFs overtook assets in active mutual funds and ETFs. This is remarkable considering that passive funds accounted for 31% of total assets in 2015. The ...

Many investment strategies aim to replicate the returns of a stock market index, such as the S&P 500. Direct indexing is one such strategy that has added tax benefits. Many, or all, of the products ...

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 ...

Wealthfront‘s new S&P 500 Direct portfolio combines the performance of the S&P 500 with the benefit of tax savings and is available for just 0.09% – the same price as the “most popular” ETF that ...

Direct Indexing continues to become more popular with advisors and investors. The initial tax savings are not to be ignored. Back in August 2022, I wrote about some pros and cons of direct indexing ...

For long-term investors, tracking the market has been a reliable way to build wealth. Over the past 30 years, the S&P 500 has delivered average annual returns of about 10%, even during periods of ...

Client demand for personalized investment strategies continues to increase, and direct indexing has become one of the fastest-growing segments in the managed account space. Direct indexing is the ...

In the ever-evolving world of investment, index funds have emerged as a cornerstone for both new and seasoned investors. But what are index funds, and why have they become so important in the whole ...

Brennan and Erin Schlagbaum switched from index funds to ETFs in October 2024. Vanguard's new automatic ETF investing prompted the conversion. The ETFs they switched to have a slightly lower expense ...