Direct Indexing and the Shift to Personalized Portfolios
Join us as we share everything you need to know about the advisor’s answer to this: direct indexing. We’ll dive deep into why we believe this investment strategy is a trend that is here to stay and why it matters for advisors and all of their clients, not just high net worth.
Direct Indexing in a Changing Environment for Advisors
Direct indexing is the fastest growing segment of the asset management industry. In this interview, Brandon Thomas of Envestnet explains how direct indexing helps clients gain low-cost, tax-efficient exposure to asset classes, ESG and quantitative strategies.
Moving Averages: S&P Down 4.2% in August
Valid until the market close on September 30, 2022.
The S&P 500 closed August with a monthly loss of 4.24% after a gain of 9.11% in July. At this point, after close on the last day of the month, four of five S&P 500 strategies are signaling "cash" — Vanguard REIT Index ETF (VNQ), iShares Barclays 7-10 Year Treasury (IEF) and Vanguard All-World Index ex-US ETF (VEU), and Vanguard Total Stock Market ETF (VTI) — unchanged from last month's quadruple "cash" signal.
Muddling Through Stagflation
Our own government cannot afford a short end of the curve much higher than it is now, and our own fiscal and monetary decisions have held down the long end of the curve in what I believe is a multi-decade period ahead that is best referred to as “Japanification”
Indexing is Not Worse than Marxism
I often hear that indexing has become so popular that it is destroying “price discovery” – making it impossible for investors to know that they are paying a fair price for a security. Some say that makes indexing worse than Marxism. New research shows that this concern is unjustified.
Is Your Marketing Honest? The 17-Point Test
I have a vision of a profession where the most straightforward advisors, not the coolest ones with the best spiel, rise to the top. To achieve that ideal, here are 17 ways that acting more honestly than the competition will win more clients.