At Frec, where I am the founder and CEO, our research shows direct indexing of the S&P 500 can harvest tax losses on up to 40% of your portfolio over a 10-year period — and in some cases, even ...

Direct indexing is an investment strategy that involves purchasing individual stocks that make up an index, rather than investing in a fund designed to track that index.

Direct mail is still a reliable, results-driven channel. And with the right focus, it can be a stabilizing force in your marketing mix. Stay consistent. Be smart about costs.