The S&P 500's performance often diverges from that of its constituents. Direct indexing takes advantage of this by harvesting losses stocks with losses.

Markets are unpredictable—but your tax strategy doesn’t have to be. Range highlights two increasingly popular wealth management strategies, tax-loss harvesting and direct indexing, which have proven ...

Selling a major asset can result in huge capital gains taxes, but combining direct indexing with tax-loss harvesting can ...

For decades, the broad U.S. stock market has rewarded many investors with steady long-term growth—and concentrated exposure to some of the most innovative, growth-oriented companies has historically ...