Resources

How you can use direct indexing, a strategy used by the ultra-wealthy, to help you make more.

Direct Indexing is an increasingly popular investment strategy that bypasses traditional investment in mutual funds or exchange-traded funds (ETFs) in favor of investing directly in the individual stocks within a given index, such as the S&P 500. By adopting this approach, investors can avoid mutual fund or ETF management fees1 and gain greater control over […]

Frec Direct Indexing aims to improve on traditional broad-market ETF investing by matching the return of these assets at a comparable fee, while offering additional tax-loss-harvesting (TLH) benefits. For a more detailed background on the direct indexing approach we invite the reader to review the Direct Indexing White Paper [1]. In this report we consider […]

Direct indexing into a large index, such as the S&P 500, involves the automated allocation of several hundred stock positions and frequent trading to harvest tax losses. Like any activity in public markets, each of these transactions will incur transaction costs for the investor. These transaction costs include trading fees as well as costs resulting […]

Portfolio line of credit; underrated and misunderstood  We get it: you’re a long-term investor wanting to hold onto your beloved stocks. But you find yourself in a situation where you need a sizable chunk of cash. Did you know there is an easy option for you to access capital without selling your stocks? It’s called […]

Make your investments work harder for you Track the performance of an index like the S&P 500 but end up with more money – for the same effort and at a lower cost. And the first three months are free.1 Seems too good to be true? It’s called Frec Direct Indexing.Direct indexing is no secret. […]

It’s been a great year. You hit it big… You still can’t believe your college roommate, who used to sleep until noon, founded a company set to IPO. Looks like that $20,000 angel check you wrote him 15 years ago was worth it. Now you’re left with hundreds of thousands of capital gains and you […]

According to Vanguard research, much of the value of financial advisors comes from “behavioral coaching.” In fact, their paper claims that advisors can add up to a 2% alpha to your portfolio.1 In other words, creating a buffer between you and the “buy” or “sell” button. Selling in a state of panic or buying in […]