etfs direct-indexing-and-concentrated-company-stock-positions 
The Big Picture
JANUARY 24, 2024
At the Money: How to Pay Less Capital Gains Taxes (January 24, 2024) We’re coming up on tax season, after a banner year for stocks. On this episode of At the Money, we look at direct indexing as a way to manage capital gains taxes. Well, some investors have turned to direct indexing to do just that.
The Big Picture
MAY 8, 2024
APPLE EMBED At The Money: Concentrated Portfolios: Andrew Slimmon, Morgan Stanley (May 8, 2024) Are your expensive active mutual funds and ETFs actually active? Do they charge a high active fee but then behave more like an index fund? AndrewToday, we discuss the advantages of concentrated portfolios.
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Good Financial Cents
AUGUST 4, 2022
Recession-proof stocks – is there even such a thing? Recessions are an economy in decline, resulting in lower revenues and profits for most companies. That commonly translates into a flat (at best) or declining stock market. That means recognizing recessions as more of a bump along the road than the signal to change direction.
The Big Picture
OCTOBER 24, 2022
She has a fascinating career, starting a PLS working away up as an analyst and eventually, head of outcome-based strategies for Morningstar, eventually rising from that position and portfolio manager to Chief Investment Officer. And of course, BLS is home to the consumer price index, which we’re all watching so closely.
The Irrelevant Investor
OCTOBER 2, 2021
There's room for multiple players in the direct indexing space, but the jockey I'm riding is Franklin , who just acquired O'Shaughnessy Asset Management. Institutional money has been building custom indexes for a long time, but retail investors are just starting to gain access to it. Here are just a few of the things it can do.
Brown Advisory
AUGUST 14, 2023
An obvious example is if one has over half their portfolio invested in consumer staples companies then the biggest driver of relative performance will likely not be the individual investments but whether or not the consumer staples sector outperforms the benchmark. banking crisis in 1Q23 and this is undoubtedly not an exhaustive list.
Darrow Wealth Management
FEBRUARY 19, 2024
Investors can wind up with a concentrated stock position in different ways. But it’s most often from an inheritance, founder, or employee with company stock. Or a long-term investor bought shares years ago, the stock did well, and the investor simply never took profits. Why diversify?
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