When Direct Indexing Is the Right Choice

Direct indexing can be a powerful tool for investors. But it’s not for everyone. Ideally, this process, also called personalized indexing, is for high-net-worth investors with complex financial problems. With that in mind, Vanguard lists some scenarios where investors might benefit from direct indexing. Gaining Tax Alpha With Direct Indexing High-net-worth investors with taxable accounts [...] The post When Direct Indexing Is the Right Choice appeared first on ETF Trends .