Direct indexing may improve tax efficiency, but it can also make future changes more complicated.
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Direct indexing may improve tax efficiency, but it can also make future changes more complicated.
Direct indexing has become an increasingly popular strategy for investors looking for customization and tax-loss harvesting opportunities. But before adopting a direct indexing strategy, investors should understand an important tradeoff. Unlike simple index fund investing, direct indexing can create hundreds of individual stock positions, each ...
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