Understanding Direct Indexing - Pros and cons of added tax loss harvesting
Автор: Arnold & Mote Wealth Management
Загружено: 2025-08-22
Просмотров: 569
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What You Need to Know About Direct Indexing
Direct indexing is one of the fastest-growing investment strategies on Wall Street. By the end of this year, nearly $1 trillion is expected to be invested through direct indexing.
Instead of buying a single ETF or mutual fund, direct indexing involves purchasing each individual holding in an index. For example, rather than investing in an S&P 500 index fund, you would buy all 500 stocks directly.
This approach allows investors to customize their portfolios more easily and potentially reduce taxes through strategies like tax-loss harvesting. And if you’ve heard the sales pitch, you might think direct indexing is your ticket to lower taxes and better investment management.
But there’s more to the story. In our August webinar, we’ll break down the pros and cons of direct indexing—helping you decide whether it’s a strategy worth pursuing.
In this webinar, we’ll cover:
What direct indexing is – and how it works.
The benefits – why it’s used and who it may be right for.
The downsides – what’s often left out of the sales pitch (and why we won’t be pitching it to you anytime soon).
Alternatives for building tax-efficient retirement portfolios.
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