Direct Indexing: A Case Study
Direct indexing accounts allow investors with specific investment goals and personal values to customize their portfolios.
Source: etftrends.com
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Use Direct Indexing's Screens and Tilts to Reflect Clients' Values
Direct indexing accounts like Vanguard Personalized Indexing offers screens and tilts to reflect the investor's personal values.
Source: etftrends.com
Despite Stable Growth, a Recession Could Still Be on Its Way
While the U.S. economy is seeing several tailwinds, a recession could still be imminent, according to Vanguard.
Source: etftrends.com
The Benefits of Direct Indexing Over Open-End Funds
Direct indexing offers specific benefits to investors that open-end funds like mutual funds or ETFs don't provide.
Source: etftrends.com
Defer Capital Gains With Direct Indexing
An advisory client of Vanguard said that direct indexing services like Vanguard Personalized Indexing can defer capital gains.
Source: etftrends.com