More Investors Can Enjoy Direct Indexing’s Tax-Loss Harvesting Capabilities
September 13, 2023 at 15:58 PM EDT
Once, direct indexing was something reserved for ultra-high-net-worth investors. It was prohibitively expensive to buy the stocks needed to approximate an index’s performance. But thanks to software innovations, commission-free trades, and the ability to buy fractional shares, more investors can use direct indexing’s tax-loss harvesting capabilities. Tax-loss harvesting involves selling investments at a loss to [...] The post More Investors Can Enjoy Direct Indexing’s Tax-Loss Harvesting Capabilities appeared first on ETF Trends .