Sign In  |  Register  |  About Santa Clara  |  Contact Us

Santa Clara, CA
September 01, 2020 1:39pm
7-Day Forecast | Traffic
  • Search Hotels in Santa Clara

  • CHECK-IN:
  • CHECK-OUT:
  • ROOMS:

Customize Portfolios in a Tax-Efficient Way Through Direct Indexing

There are a few ways to diversify an overly concentrated portfolio. Equity derivative structures is one method. Another is through exchange traded funds. Equity collars is another option. But the most tax-efficient way for advisors to customize their clients’ portfolios is through direct indexing. A direct indexing portfolio is a separately managed account where the [...] The post Customize Portfolios in a Tax-Efficient Way Through Direct Indexing appeared first on ETF Trends .
Data & News supplied by www.cloudquote.io
Stock quotes supplied by Barchart
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the following
Privacy Policy and Terms and Conditions.
 
 
Copyright © 2010-2020 SantaClara.com & California Media Partners, LLC. All rights reserved.