Research suggests taxes can reduce investment returns by 1% to 2% per year for many taxable investors. While that may not ...

Direct indexing: A (tax-)smarter way to index your investments ...

The year’s heightened market volatility—with several S&P 500 sectors experiencing swings exceeding 20%—created significantly more opportunities than typical market years. Industry research indicates ...

Wealthsimple's direct indexing brings a tax-saving investing strategy to a wider group of investors, but the number likely to ...

The S&P 500's performance can diverge from that of its constituent stocks; even in years when the index rises, some individual stocks may decline. Direct indexing takes advantage of this by isolating ...

Tax-loss harvesting (TLH) has existed for decades, but its impact has historically been limited by one simple constraint: structure. When investors hold pooled vehicles such as ETFs or mutual funds, ...

Direct Indexing was once a niche strategy employed by high-net-worth investors. But in recent years, this scenario has changed. Direct Indexing has now evolved into a mainstream investing approach ...

How tax-loss harvesting and direct indexing turned market volatility into tax savings in 2025 Markets are unpredictable—but your tax strategy doesn’t have to be. Range highlights two increasingly ...