"Maximize Wealth and Minimize Taxes with Direct Indexing Strategies"
Direct indexing, an investment strategy once reserved for the wealthy, is now becoming accessible to Main Street investors. By buying individual stocks to replicate an index like the S&P 500 or Russell 2000, investors can customize their portfolios and exclude companies that don't align with their views. Direct indexing also offers tax-saving benefits through tax-loss harvesting, where investors sell losing stocks to offset capital gains. With technology advancements and low trading costs, more people can now take advantage of direct indexing to potentially save thousands of dollars in taxes each year.