$260 Million in Customer Assets
2 min read
Direct Indexing 101
Portfolio allocations for direct indexing
6 min read
Strategic wash sales to increase tax loss harvesting on recurring deposits by up to 16%
3 min read
White paper
White paper: Direct indexing tax efficiency extends into retirement and withdrawals
9 min read
White paper
White paper: Impact of deposit frequency on tax efficiency in direct indexing
8 min read
White paper
White paper: Using risk models to enhance direct indexing
8 min read
Comparing 2025 predictions for the S&P 500
4 min read
Frec iOS app is live and we’ve reached $170 million in customer assets
3 min read
The benefits of direct indexing
5 min read
Compounding explained: A guide to long-term wealth building
4 min read
Portfolio line of credit
Making the most of Fed rate cuts with a portfolio line of credit
4 min read
How Frec strives to keep your money safe
6 min read
Comparing Frec to other direct indexing providers
16 min read
Direct Indexing 101
The evolution from mutual funds → ETFs → Direct Indexing
10 min read
Case study
Why one of Wealthfront’s first customers switched to Frec for direct indexing
6 min read
Case study
Why Evan, an engineering leader, moved from ETFs to direct indexing
5 min read
Case study
Why Esther, an angel investor and startup founder, uses Frec for long-term investing
5 min read
Case study
Why Richard, former hedge fund manager, chose Frec for direct indexing
6 min read
Direct Indexing 101
The Direct Indexing Handbook
17 min read
Direct Indexing 101
Filing your taxes: Turning tax losses into real dollar savings
5 min read
Portfolio line of credit
Borrowing against your portfolio instead of selling stocks
4 min read
Direct Indexing 101
Three examples of direct indexing in action
3 min read
Direct Indexing 101
Why you should leave tax loss harvesting to the algorithms
3 min read
White paper
White paper: What is Direct Indexing? How Frec’s algorithm works
15 min read
White paper
White paper: Direct indexing vs ETF: Which tax-loss harvesting strategy yields better results?
15 min read
Wealthfront vs Betterment: Choosing the Best Robo-Advisor
6 min read
Wealthfront vs SoFi: Choosing the Best Robo-Advisor
7 min read
White paper
White paper: Direct indexing transaction costs
20 min read