How to Use Direct Indexing to Beat ETFs With Tax-Loss Harvesting | Allworth

Описание: Guess what’s better than an ETF? Direct indexing. In this clip from Allworth Financial, Allworth's Head of Wealth Strategies, Simone Devenny, breaks down how direct indexing works in taxable accounts by using a separately managed account that owns individual stocks instead of an ETF or mutual fund. Learn how these portfolios are benchmarked to indexes like the S&P 500, how tracking error works, and why owning individual stocks allows managers to systematically tax-loss harvest.

🔔 Don't forget to like, comment, and subscribe for more practical financial advice.

Click here: https://allworthfinancial.com/workshops

#DirectIndexing #TaxLossHarvesting #InvestmentStrategy #wealthmanagement


The information presented is for educational purposes only and is not intended to be a comprehensive analysis of the topics discussed. It should not be interpreted as personalized investment advice or relied upon as such. The information is not intended to convey any implicit or explicit guarantee or sense of assurance that, if followed, any investment strategies referenced will produce a positive or desired outcome. All investments involve risk, including the potential loss of principal. There can be no assurance that any investment strategy or decision will achieve its intended objectives or result in a positive return. It is important to carefully consider your investment goals, risk tolerance, and seek professional advice before making any investment decisions.