Direct index investing is a personalized approach to investing that involves purchasing the individual stocks that make up an index, rather than buying shares of a mutual fund or an exchange-traded fund (ETF) that tracks the index. This method allows investors to directly own the underlying securities of the index, providing several advantages over traditional fund-based index investing.
Read MoreA Roth IRA is one of the most impactful wealth-building tools available. Contributions into a Roth IRA are classified as after-tax, allowing funds to grow tax-free for the remainder of its account life – a huge advantage as opposed to other retirement accounts where distributions are taxed.
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