A retired couple with $700,000 in a taxable brokerage account could potentially generate close to $19,000 a year in combined ...

The S&P 500's performance can diverge from that of its constituent stocks; even in years when the index rises, some individual stocks may decline. Direct indexing takes advantage of this by isolating ...

Once a niche strategy for high net worth investors, direct indexing is now mainstream, with over $1 trillion in assets. Processing Content Gregory Kanarian is an investment strategist at Natixis ...

High-net worth individuals are increasingly relying on direct indexing to manage risk and diversify portfolios amid a volatile market environment, according to a recent study of top wealth managers ...

For decades, the default approach for most investors seeking broad market exposure has been simple: buy a low-cost index fund or ETF and hold it for the long term. That strategy remains powerful and ...

As 2026 tax policies continue to evolve, the complexity of managing multiple brokerage relationships has never been more critical. Investors with accounts across Merrill, Fidelity NetBenefits, and ...