Everyday investors now enjoy many of the benefits once saved only for professional Wall Street-ers. The latest trend that used to be limited to the pros and the very wealthy? Direct indexing.

A major trend in wealth management is the rise of customized products and services. Direct indexing is essentially a personalized equity or bond index. In terms of benefits, direct indexing gives more ...

Much like real estate is all about "location, location, location," for most long-term investors, portfolio construction is all about "diversification, diversification, diversification." A diversified ...