How to unwind direct indexing when the tax alpha runs out
Direct indexing stops making tax losses eventually, leaving hundreds of stocks and ongoing fees. Here are six ways to unwind direct indexing.
Asher Rogovy
August 11, 2026
Direct indexing stops making tax losses eventually, leaving hundreds of stocks and ongoing fees. Here are six ways to unwind direct indexing.
Key takeaways Investing buys productive assets that pay you for owning them. Gambling wagers money on outcomes with a built-in house edge. Speculative products are
“Your age in bonds” sounds easy, but this rule ignores the economy, valuations, and your life. Learn how to actually set your allocations.
Don’t let financial advisor hidden fees eat into your returns. Learn how to identify and avoid these fees to protect your investments.
A SpaceX IPO will require index funds to buy it and sell other holdings. See what this means for your portfolio and how equal weighting helps.
A study by Bessembinder claims to prove stock picking is a lottery. Here’s why the “only 4% of stocks win” finding misleads real investors.
Passive investing feels effortless, but it has real risks, like concentration risk. Learn 8 passive investing risks and how to diversify.
Investing in the stock market is both an art and a science. Robo-advisor alternatives offer distinct advantages over AI investing.
SpaceX’s $1.75 trillion IPO could push index concentration to historic levels. Learn about your index fund risk and what you can do about it.
AI-generated content is everywhere. It writes product descriptions, customer service emails, social media posts, and news summaries. According to a study by the SEO firm Graphite,