With fractional shares available at some custodians, improved software for tax efficient implementation, and competition driving prices lower, the perfect storm for direct indexing appears to be now.
For the first time since 2018, most investors saw a negative year in 2022. We examine several investing trends in our annual market outlook.
It is a rare event that impacts the entire world. COVID-19 has changed our way of life in the short term, with long-lasting ramifications yet to be determined. In the context of our business at Walkner Condon, we have some items that we believe will be permanently...