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Ideal Factors For Direct Indexing to Reduce Taxes

Morningstar has listed eight factors in which direct indexing can be effective and ideal for investors looking to reduce taxes.

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4 Use Cases for Direct Indexing

Vanguard lists four primary use cases in which a direct indexing strategy could add real value for investors.

Vanguard personalized indexingHigh net worthPersonalized indexingVanguard personalizedXchange traded fundsStock marketIrect indexing channel

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