Are you a good candidate for direct indexing? Tax-managed equity indexing is blowing up. Find out why at Edgcomb Advisors.
Check out our site to learn more. Link in comments.
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Index One, a leading technology-based index provider, is proud to announce the new partnership with BX Partners, a direct indexing platform.
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We’re experts in customization. What does that mean for you? Learn more about #DirectIndexing for this #FinancialLiteracyMonth : mgstn.ly/3UtxNnL
Are you an advisor searching for more personalization and tax management for your clients? Listen to Vestmark’s SVP of Direct Indexing, David Gordon, discuss the potential benefits of SMAs (separately managed accounts) and direct indexing: vestmark.com/vast-direct-in…
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🤔 Is direct indexing the investment vehicle for you? 📈 Let's dive into its pros and cons to find out! 💰 #DirectIndexing #InvestmentTips #PortfolioManagement raymondjamesconnect.com/t-Ujv7
With direct indexing, investors can customize their portfolios by selecting and weighting individual stocks to align with their financial goals, values, and tax considerations.
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Thirty years have shown us who can benefit from #DirectIndexing . Natalie Miller shares with Asset TV U.S. bit.ly/3R15gmI
🔍 Are you struggling with indexing issues on your website? 😫 We've got you covered! 💪 Here are 7 ultimate solutions to boost your website's indexing and get more visibility on search engines. 🌐✨noblesworld.com.ng/direct-indexin…
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Struggling with website indexing issues? 🤔 Our 7 proven tips for direct indexing are here to save the day! 🌟💻 From sitemaps to broken links, we've got you covered. 🚀🔍 #DirectIndexing
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Not all approaches to portfolio optimization are created equal. Here’s what makes ours stand out. allsprg.co/3J3wtBy #DirectIndexing #Remi #TaxEfficiency
#DirectIndexing wouldn’t be possible if #MutualFunds hadn’t come 100 years ago. Learn more about our beginnings: mgstn.ly/3x4kQrd
Rebalancing is simply selling and buying assets to balance out the holdings back to your desired investment allocation for each
Read more 👉 bit.ly/3YhM99W
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Over time, you’ll keep the same “weighting” or ratio of each stock in the overall index, but you’ll slowly harvest losses to reduce your taxable income.
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Make room, #ETFs . One of Broadridge's most read in 2023 says that #DirectIndexing is set to go mainstream.
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When markets go down again, you repeat the cycle and slowly build up the incremental efficiency of selling high, buying low, selling high, and buying low again.
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A wash sale occurs after an investor sells a security at a loss, losing tax benefits due to repurchasing the same security or buying a similar security within 30 days before or after the sale date.
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📌Contact us today to determine if direct indexing aligns with your financial goals and risk tolerance or not.
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#Aggregation , Tax considered #Rebalancing and #DirectIndexing = Tax Efficient Portfolios #T32023 Morningstar, Inc.
As the use cases for direct indexing expand, so, too, will the need for technology capable of robust data gathering > bit.ly/45Do02b
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Over the next 3 decades, Millennials and Gen X are projected to inherit approximately $57 trillion. Are you prepared for this opportunity? allsprg.co/3Qlz65P #Remi #DirectIndexing #GreatWealthTransfer #MegaTrends #FinancialAdvisors
