Tax-Smart Investing in a New Regime
As 2025 takes shape, implementing a direct indexing strategy can help investors overcome common challenges while contributing to a portfolio’s after-tax return.
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Direct Indexing: Advantages of an ETF-Based Approach
An ETF-based approach for a direct indexing strategy offers distinct advantages that may help improve after-tax results.
The ETF Advantage of Direct Indexing
The video highlights two approaches of direct indexing designed to help reduce tax liability and boost after-tax returns.
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