What is Direct Indexing?

Direct indexing can be a powerful tool to help investors take greater control of their broad market holdings and realize more after-tax value from them. As an alternative to index mutual funds and other vehicles for investors who want more choice, dire…

Defending Critical Infrastructure

The best case – and overly optimistic – scenario for when a cyberattack hits is mild disruption and quick recovery. To mitigate damage, companies would have to have well-trained employees, data backups at the ready and a detailed response p…