What is Direct Indexing & How it Works?

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Direct indexing means buying individual stocks from an index instead of investing in a fund that tracks it

It offers control and customization—you choose what to include or exclude based on your goals or values

Tax-loss harvesting helps you sell losing stocks to offset gains and lower your tax bill

Regular rebalancing ensures your portfolio stays aligned with your chosen index

With fractional shares and automation, direct indexing is now accessible to more investors

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