Passive index investing assures average returns to the market, whereas hedging a portfolio of common stocks with low-cost exchange-traded funds increases diversification and safety. When hedging a ...

In an article for Vettafi, James Comtois discussed some considerations of using direct indexing to build a portfolio. Direct indexing differs from investing in index funds, because the investor is ...

If there’s one thing ultra-high-net-worth investors don’t like, it’s taxes. (Well, to be fair, nobody likes taxes. But UHNW investors really don’t like them.) For those investors, direct indexing may ...