Direct indexing is having a moment. The option that was once exclusive to high-net-worth investors is moving downstream—and quickly. In 2022, Fidelity expanded its direct-index offerings to retail ...

Indexes aren’t just important for index funds. By creating a virtual portfolio that represents the “market” (or a specific style of sector), they also establish a “typical” return and risk level that ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Suriyawut Suriya / Getty Images Tax indexing is the adjustment of tax rates in response to ...