Recent Quotes View Full List My Watchlist Create Watchlist Indicators DJI Nasdaq Composite SPX Gold Crude Oil EL&P Market Index Markets Stocks ETFs Tools Overview News Currencies International Treasuries Q&A: NDVR Explains the Downsides of Direct Indexing By: ETF Trends August 19, 2024 at 15:11 PM EDT At what point is it smart to use direct indexing for a client’s portfolio versus holding ETFs? According to new analysis from Dr. Stephanie Lo, chief research officer at fintech startup NDVR, there are only a few scenarios where direct indexing provides better after-tax returns for long-term portfolios. Lo spoke with VettaFi contributor Dan Mika [...] The post Q&A: NDVR Explains the Downsides of Direct Indexing appeared first on ETF Trends . Read More >> Related Stocks: New Dover Capital Corp 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.
Q&A: NDVR Explains the Downsides of Direct Indexing By: ETF Trends August 19, 2024 at 15:11 PM EDT At what point is it smart to use direct indexing for a client’s portfolio versus holding ETFs? According to new analysis from Dr. Stephanie Lo, chief research officer at fintech startup NDVR, there are only a few scenarios where direct indexing provides better after-tax returns for long-term portfolios. Lo spoke with VettaFi contributor Dan Mika [...] The post Q&A: NDVR Explains the Downsides of Direct Indexing appeared first on ETF Trends . Read More >> Related Stocks: New Dover Capital Corp