Tapping Into the Technology of Direct Indexing

Published on September 4, 2025

As demand for personalized investing strategies has increased, direct indexing has become one of the fastest-growing types of separately managed accounts (SMAs).

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US Department of Labor unveils proposals to put American workers, businesses first in release of semiannual regulatory agenda

September 4, 2025
WASHINGTON – The Trump Administration today announced its Unified Agenda of Regulatory and Deregulatory Actions, which provides the American people with a transparent look at regulations being considered by the Administration and ensures the public is engaged throughout the process. Including nearly 150 proposals under the U.S. Department of Labor’s jurisdiction, the agenda reflects President Trum

Fall Volatility Favors Gold

September 4, 2025
In this article, Russ Koesterich discusses the merits of increasing one’s allocation to gold ahead of the potential for some seasonal volatility in the fall.