What is Direct Indexing, and Why Do Investors Use It?
Direct indexing, also known as
separate accounts or tailored portfolio management, is an investment strategy
providing advanced portfolio customization and tax efficiency. Direct indexing does not involve purchasing
shares in mutual funds or exchange-traded funds (ETFs). Instead, it involves
buying individual securities comprising a certain index such as the S&P
500, NASDAQ, or any other market index. Here are a few reasons an investor may
use a direct indexing strategy.
Legacy Planning: An Essential Tool for Passing Wealth and Continuing Values
Legacy planning involves leaving more than financial assets for future
generations. It's about preserving and continuing one's values, life
experiences, and personal philosophies.
Why Families Consider Long-Term Care for Loved Ones
Long-term care (LTC) is an essential component of healthcare that aids
individuals who are physically or mentally incapable of independent living.
While it may seem daunting, LTC offers numerous benefits that can significantly
enhance the quality of life and overall well-being of those in need.
Over the next few decades, an estimated $30 trillion in assets will
pass to heirs. This wealth transfer provides opportunities and challenges for those
who will inherit this wealth.
Investment advisory services are offered through Wealth Watch Advisors, an SEC-registered investment advisor. Neither Wealth Watch Advisors or J. Martin Wealth Management, LLC are endorsed by the Social Security Administration or any other governmental organization. Note, registration with the SEC does not denote a certain skill level or guarantee the success of an investment strategy. Wealth Watch Advisors and J. Martin Wealth Management, LLC are independent of one another.
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