Is direct indexing good but inconvenient?

The direct indexing debate rages, Ethic hits another milestone, and AQR emphasizes economic substance in this weekly update

• Greg Kanarian’s CE-approved presentation on managing taxable investments

• Ethic crosses $6 billion AUM

• Allan Roth: I Decided to Try Direct Indexing. Here’s What Happened

• Andre Nader
  : Direct Indexing Experiment Update

• Frec: Direct indexing tax efficiency extends into retirement and withdrawals

• AQR: Our Research into Tax-Aware Long-Short Investing: Clarifying a Few Important Things

From Greg’s course… (intended for investment professionals only).

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Covered call ETFs are an expensive way to generate “income,” while Warren Buffett suggests any investor can make a synthetic dividend any time by simply… selling some shares (he calls it the “sell-off” approach).

Thanks for reading.