Topic
Direct Indexing
Direct indexing for taxable accounts: security-level tax-loss harvesting, vendor comparisons, and where the strategy crowds or breaks down.
34 posts
Long/short: No one is talking about "coordinated deleveraging"
What does 1% tracking error really mean?
Is step-up in basis like free life insurance?
Tax-aware long/short AUM update "rampant growth"
Direct indexing is a loss leader
Less rebalancing, less tax?
Ha... tax-aware long/short is growing faster than I thought
Is tax-loss harvesting valuable after the first few years?
Marketing tax-aware products
The taxable wealth revolution
Should you ever tax-loss harvest Nvidia?
Adventure capital returns to direct indexing
How does direct indexing become an expensive index fund?
Direct indexing FTSE Russell survey is interesting, but AI claims are 💩
Betterment acquired Rowboat Advisors for a quicker path to direct indexing and to "do it all"
AQR's latest: direct indexing "largely ineffective" at culling single-stock risk
Five big questions from readers about tax-aware long/short strategies
These 4 growth areas are driving taxable wealth
More than one-quarter of advisors (26%) choose not to use direct indexing
Householding unlocks valuable tax and risk perks
"Direct indexing makes tax return prep harder"
Is direct indexing good but inconvenient?
Parametric grows its support for active strategies - taxable wealth weekly
Direct indexing market map - Jan 2025 edition
Has your direct indexing portfolio become a high-cost index fund?
Can direct indexing + tax-gain harvesting beat the 529 plan?
ETFs Could Soon Bail SMAs Out of Lockup
The Direct Indexing Vendor Directory
Direct Indexing Is Not A Rocket Ship
The Direct Indexing Market Map
When Tax-Loss Harvesting Goes Wrong
Tax-Aware Long-Short Delivers
