07/16/2026
Direct Indexing: More Control Over Your Tax Strategy π
Some investment strategies do more than support portfolio growth. They can also create meaningful tax planning opportunities.
In our series on often-overlooked tax strategies, we explored direct indexing, an approach that allows investors to own individual securities within an index while gaining greater flexibility for tax-loss harvesting, capital gains management, and portfolio customization.
For investors with taxable brokerage assets, direct indexing may offer a more personalized way to manage investments while supporting long-term tax efficiency.
Learn how this strategy can help you keep more of your money working toward your financial goals.
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