The S&P 500's performance can diverge from that of its constituent stocks; even in years when the index rises, some individual stocks may decline. Direct indexing takes advantage of this by isolating ...
Direct indexing is having a moment. The option that was once exclusive to high-net-worth investors is moving downstream—and quickly. In 2022, Fidelity expanded its direct-index offerings to retail ...
Samantha (Sam) Silberstein, CFP®, CSLP®, EA, is an experienced financial consultant. She has a demonstrated history of working in both institutional and retail environments, from broker-dealers to ...
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