Life is full of surprises. If you don’t have a crystal ball, you can’t really predict what may come next in your life—or in the markets. That’s why we should always be prepared for any potential situation.

Direct indexing is an innovative investment strategy that can solve a variety of investor challenges. We discuss the five main benefits of incorporating direct indexing in a client’s portfolio.

What is the value of a financial advisor in 2020? We believe financial advisors have never been more valuable than they are right now. This annual Value of an Advisor study quantifies that dedication and the resulting benefit.

What is the value of a financial advisor in 2019? We break down the full value of an advisor’s services in this easy-to-follow equation.