Articles under “direct indexing”

It’s About Automation, Not Fees

Automated investment services are successful because they are automated, not because they are low priced. They are low priced because they are automated, but that’s not why most people choose them.

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We’ve Made Filing Your Taxes Even Easier

For too many investors, tax season is a time filled with unwelcomed surprises.  Not only can investment taxes be confusing and difficult to file, but at most traditional brokerages, you only realize a hefty tax bill is due when you receive your 1099 forms.

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Choosing Asset Classes Is Another Form of Market Timing

Any reader of our blog will know that we are not fans of market timing. As our CIO Burt Malkiel is fond of pointing out, research consistently proves it’s almost impossible to outperform the market by attempting to time it.

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