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Take Advantage of Direct Indexing's Tax-Loss Harvesting Abilities

More investors can take advantage of the tax-loss harvesting abilities of direct indexing thanks to advancements in technology. ....

Tim Buckley , Vanguard Personalized Indexing , Xchange Traded Funds , Stock Market , Irect Indexing Channel ,

Why Tax-Loss Harvesting Is Important in Direct Indexing

While most advisors already use tax-loss harvesting at the end of the year, direct indexing offers more TLH opportunities. ....

Tim Buckley , Vanguard Personalized Indexing , Xchange Traded Funds , Stock Market , Irect Indexing Channel ,

Reduce Concentrated Positions Through Personalized Indexing

Direct indexing services like Vanguard Personalized Indexing can reduce concentrated positions within an investor's portfolio. ....

Tim Buckley , Vanguard Personalized Indexing ,

Provide Greater Control With Direct Indexing

Direct indexing services like Vanguard Personalized Indexing lets advisors customize portfolios to their investors' needs. ....

Morningstar Karen Wallace , Tim Buckley , David Murdock , Personalized Indexing , Karen Wallace , Morally Conscious , Bordeaux Wealth Advisors , Vanguard Personalized Indexing ,