Many investment strategies aim to replicate the returns of a stock market index, such as the S&P 500. Direct indexing is one such strategy that has added tax benefits. Many, or all, of the products ...

The Consumer Price Index “is a measure of the average change over time in the prices paid by urban consumers for a market basket of consumer goods and services,” according to the Bureau of Labor ...

Direct indexing is a strategy that helps you manage your taxes through investing in separate accounts. Because of the rise in passive investing and lower minimum investments for fractional shares, ...

Client demand for personalized investment strategies continues to increase, and direct indexing has become one of the fastest-growing segments in the managed account space. Direct indexing is the ...

Fear and greed index measures market sentiments, guiding investment decisions. Extreme scores on the index signal potential buying or corrective times. Historical data from the index can identify ...

Adam B. Frankel is a personal finance writer and financial adviser with over 30 years of experience. When he’s not managing money in the stock market, he teaches financial topics and other core ...

NAWI is an annual measure of average wages in the U.S. The Social Security Administration uses NAWI to calculate Social Security benefits, among other things. NAWI plays a key role in adjusting the ...

Buy low, sell high. The trend is your friend. Sell in May and go away. Wall Street is teeming with familiar financial adages. But there’s one you may not have heard of: “When the VIX is high, it’s ...

The “hemline index” is one of those economic theories that never quite disappears. Popularized in the 20th century, it claims a correlation between skirt lengths and the stock market: shorter hemlines ...