Who Direct Indexing Is Ideally For

Direct indexing has been gaining attention as a more customizable investment option than ETFs or mutual funds. However, it’s not for every client. So, which investors are most likely to benefit from direct indexing? Per Vanguard, advisors should look for clients in higher tax brackets experiencing at least one of these four common situations: Large [...] The post Who Direct Indexing Is Ideally For appeared first on ETF Trends .