My custom indexing call plays out

Posted in Best Salary
My custom indexing call plays out

I called custom indexing THE investing mega trend of 2021 back in December. If you know Vanguard, you know that they don’t make acquisitions. By year-end, they’ll be announcing dollar figure totals for their custom index solution. Ritholtz Wealth Management creates custom index portfolios for wealth management clients and has been since 2019. Talk to us about how we manage stock market exposures, tax efficiency, ESG exclusions, factor tilts and a whole lot more here.

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