Indexing for the Affluent
Pooled market-cap index funds have become very popular as a way for small investors to easily gain exposure to a large number of stocks and bonds. While these funds can be suitable for most small investors, affluent investors are often left wanting more control, transparency, tax-efficiency, gifting ability, and cost control. With these shortfalls in mind, we set out to...
By: Indexopedia Research Team | January 8, 2025
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