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When Direct Indexing Is the Right Choice

Since direct indexing is not for all investors, Vanguard lists out some scenarios in which it may be a good fit for clients.

3 Ways Personalized Indexing Benefits Investors

Vanguard has provided three main benefits that personalized indexing can provide high-net-worth investors.

How Direct Indexing Helps With Tax-Loss Harvesting

Tax-loss harvesting is one of the main benefits that a direct indexing strategy like Vanguard Personalized Indexing provides.

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