The S&P 500's performance can diverge from that of its constituent stocks; even in years when the index rises, some individual stocks may decline. Direct indexing takes advantage of this by isolating ...

But when investors – especially wealthy investors – turn to financial advisors for guidance, they often want something a bit more personalized than a cookie-cutter index fund. After all, these funds ...

Susan Dziubinski: Hi, I'm Susan Dziubinski with Morningstar. In mid-July, Vanguard made its first-ever acquisition, buying direct-indexing firm Just Invest. Here today to talk about what the benefits ...