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Direct Indexing vs ETFs: What financial advisors need to know

Why tax-loss harvesting is a win-win — if done correctly

Reasons why investing with single securities beats ETF, mutual funds

Direct indexing disrupts the $100 trillion asset management industry

Custom indexing is here — so how does it differ from direct indexing?

Intangible value: Why it's the new value investing for the modern economy

Why model portfolios aren’t always the best solution

When cheaper really isn't: The hidden costs of low-cost investments

ESG enters the mainstream, but its future is customizable

Your clients may already own the meme stocks — here's how to fix that

Meme stocks are the latest reminder of market psychology

Higher capital gains taxes make compelling case for tax-loss harvesting

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