Matt Garrott Quoted in U.S. News & World Report

The diversity of their portfolio is an important factor investors often consider when determining the investment strategy that best fits their financial goals. Exchange-traded funds are increasingly popular, but direct indexing is also on the rise among investors, as it allows for greater customization and flexibility. Despite its complexities, direct indexing could be a suitable investment strategy for many investors. Director of Investment Research Matthew Garrott recently shared his thoughts on direct indexing and tax-loss harvesting with U.S. News & World Report. “The biggest advantage of a direct indexing approach is the opportunity to regularly harvest losses,” he said. Click here for the full article.