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