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The concept of direct indexing can also be extended to bond portfolios, including through the use of bond ladders.

By examining these high-profile mistakes, financial advisors can help their clients avoid similar pitfalls and streamline the transfer of wealth.

Learn how direct indexing with beta, factor-based, and fixed income strategies can customize portfolios to align with specific goals, risk preferences, and market conditions.

Every month our Global Macro Team offers insights into the themes currently shaping the markets to help you better support your clients.

Our latest updates to the Tamarac platform are designed to streamline your workload, deepen client connections, and drive business success.