Is Direct Indexing Right for your Clients?
Guest Expert: John Rekenthaler, Morningstar
Date:
Webinar Replay Description
Direct indexing, which involves buying the individual stocks that comprise an equity index directly rather than through a fund, has gained prominence as large firms (Schwab, Fidelity, Vanguard) hav
Comments
A few comments from listeners:
Direct indexing simply isn't worth it for the average retail investor. It's a high-net-worth strategy.
- Maria R.
I wasn't familiar with direct indexing. Excellent summary of what it is and under what circumstances it is beneficial.
- Marian J.
I learned the use of direct indexing for tax harvesting and annual income thresholds needed for direct indexing to be effective.
- Jacqueline B.
Ironic that tax loss harvesting seems so celebrated as a strategy...after all it means you have to have losers in your portfolio...the foe we all battle!
- Kevin K.
This helped to draw a basic line of who benefits from direct indexing.
- Richard H.
Direct indexing simply isn't worth it for the average retail investor. It's a high-net-worth strategy.
- Maria R.
I wasn't familiar with direct indexing. Excellent summary of what it is and under what circumstances it is beneficial.
- Marian J.
I learned the use of direct indexing for tax harvesting and annual income thresholds needed for direct indexing to be effective.
- Jacqueline B.
Ironic that tax loss harvesting seems so celebrated as a strategy...after all it means you have to have losers in your portfolio...the foe we all battle!
- Kevin K.
This helped to draw a basic line of who benefits from direct indexing.
- Richard H.
07.13.2023 - Direct Indexing
Attendees Comments:
Direct indexing simply isn't worth it for the average retail investor. It's a high-net-worth strategy.
- Maria R.
I wasn't familiar with direct indexing. Excellent summary of what it is and under what circumstances it is beneficial.
- Marian J.
I learned the use of direct indexing for tax harvesting and annual income thresholds needed for direct indexing to be effective.
- Jacqueline B.
Ironic that tax loss harvesting seems so celebrated as a strategy...after all it means you have to have losers in your portfolio...the foe we all battle!
- Kevin K.
This helped to draw a basic line of who benefits from direct indexing.
- Richard H.