
From this author
Blog post
Read more
Three Ways that Direct Indexing Can Help Diversify Beyond the S&P 500


by Izabella Goldenberg, Senior Investment Strategist; Jeremy Milleson, Director, Investment Strategy
August 1, 2025
Here’s why we think an investor might choose an index other than the S&P 500 to diversify in a tax efficient way.
Blog post
Read more
Lessons Learned: Potential Pitfalls of Loss Harvesting During High Volatility


by Izabella Goldenberg, Senior Investment Strategist; Jeremy Milleson, Director, Investment Strategy
June 16, 2025
Read why Parametric direct indexing has a dual mandate of effective tax management and disciplined index tracking.