Many investment strategies aim to replicate the returns of a stock market index, such as the S&P 500. Direct indexing is one such strategy that has added tax benefits. Many, or all, of the products ...

The Consumer Price Index “is a measure of the average change over time in the prices paid by urban consumers for a market basket of consumer goods and services,” according to the Bureau of Labor ...

NAWI is an annual measure of average wages in the U.S. The Social Security Administration uses NAWI to calculate Social Security benefits, among other things. NAWI plays a key role in adjusting the ...

Client demand for personalized investment strategies continues to increase, and direct indexing has become one of the fastest-growing segments in the managed account space. Direct indexing is the ...

Direct indexing is a strategy that helps you manage your taxes through investing in separate accounts. Because of the rise in passive investing and lower minimum investments for fractional shares, ...

Buy low, sell high. The trend is your friend. Sell in May and go away. Wall Street is teeming with familiar financial adages. But there’s one you may not have heard of: “When the VIX is high, it’s ...

Buy low, sell high. The trend is your friend. Sell in May and go away. Wall Street is teeming with familiar financial adages. But there’s one you may not have heard of: “When the VIX is high, it’s ...

HHI helps assess market competitiveness by calculating company market shares. A HHI below 1500 indicates a competitive market, above 2500 suggests concentration. Use HHI to guide investment decisions, ...