In the hallowed halls of academia, noted professors at the top business schools are teaching entire semesters on the benefits of investment strategies using passive indexes instead actively managed ...

Index funds offer a way to invest in many securities, providing instant portfolio diversification. They are less costly due to low expense ratios compared to actively managed funds. When selecting ...

Customized products and experiences are popular these days. Even in the case of stock investments, it’s now possible for investors to “customize” and personalize their own stock portfolios. This is ...

Much like real estate is all about "location, location, location," for most long-term investors, portfolio construction is all about "diversification, diversification, diversification." A diversified ...

The learning curve for direct indexing is still steep for a lot of financial advisors, according to the feedback at this week’s InvestmentNews RIA Lab, which took a deep dive into 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, ...