Direct Indexing vs. ETFs and Index Funds

This chapter compares direct indexing to ETFs and index funds, discussing the advantages and drawbacks of direct indexing, such as customization, tax efficiency, and control over capital gains and losses. It also highlights the simplicity and liquidity of ETFs and index funds, along with the tax considerations and potential fees associated with direct indexing. The chapter concludes by emphasizing the importance of simplifying investments and considering the return on hassle.

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