Direct Indexing - Pros and Cons
I promised I would share some thoughts of both positives and negatives with Direct Indexing. Here they are.
I promised I would share some thoughts of both positives and negatives with Direct Indexing. Here they are.
Direct Indexing is a hot "new" trend in my world. Let's break down what exactly it is in the first part of a two-parter on direct indexing.
I see a lot of concentration risk with my equity compensation clients. Everyone loves concentration risk when the stock only goes up, but how about tips to deal with it as it gets a bit more volatile.
There are lots of studies in my world about added value advisors bring to clients. This is usually referred to as Advisor Alpha. I thought I would break it down and focus in on the two most impactful factors.
We are officially in a Bear Market. I thought I would share a few thoughts on it to help put things in perspective.
The annual report for Social Security and Medicare came out recently. Here I share a few highlights of the report.