If you've ever seen a mechanic draw a tiny line on a spark plug before changing it, they're not performing witchcraft — they're indexing it. The idea is simple. Most standard types of spark plugs have ...

Public Holdings Inc. is offering retail investors the chance to build their own bespoke index with built-in tax advantages for a minimum investment of $1,000. The Tiger Global-backed investing ...

For many institutional investors, indexing has become a default way to access the broad market, but the time has come to apply real scrutiny to this approach. For much of the past 50 years, index ...

Developers working with SQL Server often treat indexing as a DBA's domain--something happening "under the hood" that doesn't require much attention unless performance takes a hit. But ignoring the ...

A common way to measure the performance of the stock market is by looking at market indexes, also referred to as benchmarks. The Dow Jones Industrial Average and the S&P 500 Index are two of the most ...

Last week, The Washington Post reported that some conservative groups are asking the Trump administration to index capital gains for inflation by executive order. The proponents argue that it would ...

Many investment strategies aim to replicate the returns of a stock market index, such as the S&P 500. Direct indexing is one such strategy that has added tax benefits. Many, or all, of the products ...

Despite surging assets under management and growing institutional enthusiasm, direct indexing remains a relatively underused tool among financial advisors in the US wealth management space, according ...

When Susan, a high-level executive at a successful tech company, looked at her portfolio, her heart sank. Despite the immense wealth her company’s stock had generated, she faced an alarming reality: ...

Direct Indexing continues to become more popular with advisors and investors. The initial tax savings are not to be ignored. Back in August 2022, I wrote about some pros and cons of direct indexing ...