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Eugeng
2021-06-17
Will it better than spacex?
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Eugeng
2021-06-14
Likeeee
Why direct indexing is gaining traction with financial advisers and their clients
Eugeng
2021-06-14
Wowwwww
'CryptoPunk' NFT sells for $11.8 million at Sotheby's
Eugeng
2021-06-14
Jeff bezos the kingggggg
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Eugeng
2021-05-20
Let's gooo
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Go to Tiger App to see more news
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Through direct indexing, financial advisers can create a basket of individual stocks designed to hew closely to an established index such as the S&P 500 SPX (#phrase-company?ref=COMPANY%7CSPX;onlineSignificance=passing-mention).</p>\n<p>In addition to accommodating clients who want to align their investments with their personal values, there are two other reasons that advisers may offer direct indexing. First, high-net-worth individuals may worry about the tax hit if they sell appreciated stocks. The portfolio optimizer technology that advisers use for direct indexing offers guidance on harvesting tax losses to offset capital gains.</p>\n<p>\"We've had clients who have inherited a portfolio with stocks that produce huge long-term gains,\" said Ken Nuttall, a certified financial planner in West Grove, Pa. \"Direct indexing can help with tax management of inherited assets.\"</p>\n<p>Direct indexing also appeals to clients who have loaded up on their company's stock. Eager to diversify their holdings, they do not want to own other stocks in their industry. So they ask their adviser to track an index like the S&P 500 but without stocks from their employer's sector.</p>\n<p>One downside is that the custom portfolio becomes too independent. \"There is a risk the direct indexing portfolio will deviate from the [benchmark] index,\" said Noah Damsky, a Los Angeles-based adviser. \"The client may be looking to create a tracking error to the upside. But it can lead to a tracking error on the downside.\"</p>\n<p>For many investors, the benefits outweigh that risk. So as long as advisers purchase software that swaps out stocks to advance a client's goals, tailoring portfolios can gain traction.</p>\n<p>\"You'll see more growth in direct indexing in the next year or two,\" Nuttall said. \"Advisers are using it more and appreciating it more.\" The potential for a capital-gains tax increase in the near future adds to the allure of direct indexing. Advisers use the term \"tax alpha\" to describe the process of leveraging tax-saving moves to boost after-tax returns.</p>\n<p>\"Our focus is affluent clients who want us to not just mirror an index but to add tax alpha,\" said Mike Silane, an adviser in Irvine, Calif. \"This is important today, but will be even more important as taxes are likely to rise to pay for today's stimulus and wealthier clients are likely to feel this most.\"</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why direct indexing is gaining traction with financial advisers and their clients</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy direct indexing is gaining traction with financial advisers and their clients\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-06-12 23:05</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n Customized portfolio offers tax and diversification benefits.\n</blockquote>\n<p>As more investors -- especially younger, high-income professionals -- want to hold stocks that they deem socially responsible, they want a customized portfolio that meets their specifications. Through direct indexing, financial advisers can create a basket of individual stocks designed to hew closely to an established index such as the S&P 500 SPX (#phrase-company?ref=COMPANY%7CSPX;onlineSignificance=passing-mention).</p>\n<p>In addition to accommodating clients who want to align their investments with their personal values, there are two other reasons that advisers may offer direct indexing. First, high-net-worth individuals may worry about the tax hit if they sell appreciated stocks. The portfolio optimizer technology that advisers use for direct indexing offers guidance on harvesting tax losses to offset capital gains.</p>\n<p>\"We've had clients who have inherited a portfolio with stocks that produce huge long-term gains,\" said Ken Nuttall, a certified financial planner in West Grove, Pa. \"Direct indexing can help with tax management of inherited assets.\"</p>\n<p>Direct indexing also appeals to clients who have loaded up on their company's stock. Eager to diversify their holdings, they do not want to own other stocks in their industry. So they ask their adviser to track an index like the S&P 500 but without stocks from their employer's sector.</p>\n<p>One downside is that the custom portfolio becomes too independent. \"There is a risk the direct indexing portfolio will deviate from the [benchmark] index,\" said Noah Damsky, a Los Angeles-based adviser. \"The client may be looking to create a tracking error to the upside. But it can lead to a tracking error on the downside.\"</p>\n<p>For many investors, the benefits outweigh that risk. So as long as advisers purchase software that swaps out stocks to advance a client's goals, tailoring portfolios can gain traction.</p>\n<p>\"You'll see more growth in direct indexing in the next year or two,\" Nuttall said. \"Advisers are using it more and appreciating it more.\" The potential for a capital-gains tax increase in the near future adds to the allure of direct indexing. Advisers use the term \"tax alpha\" to describe the process of leveraging tax-saving moves to boost after-tax returns.</p>\n<p>\"Our focus is affluent clients who want us to not just mirror an index but to add tax alpha,\" said Mike Silane, an adviser in Irvine, Calif. \"This is important today, but will be even more important as taxes are likely to rise to pay for today's stimulus and wealthier clients are likely to feel this most.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2142112788","content_text":"Customized portfolio offers tax and diversification benefits.\n\nAs more investors -- especially younger, high-income professionals -- want to hold stocks that they deem socially responsible, they want a customized portfolio that meets their specifications. Through direct indexing, financial advisers can create a basket of individual stocks designed to hew closely to an established index such as the S&P 500 SPX (#phrase-company?ref=COMPANY%7CSPX;onlineSignificance=passing-mention).\nIn addition to accommodating clients who want to align their investments with their personal values, there are two other reasons that advisers may offer direct indexing. First, high-net-worth individuals may worry about the tax hit if they sell appreciated stocks. The portfolio optimizer technology that advisers use for direct indexing offers guidance on harvesting tax losses to offset capital gains.\n\"We've had clients who have inherited a portfolio with stocks that produce huge long-term gains,\" said Ken Nuttall, a certified financial planner in West Grove, Pa. \"Direct indexing can help with tax management of inherited assets.\"\nDirect indexing also appeals to clients who have loaded up on their company's stock. Eager to diversify their holdings, they do not want to own other stocks in their industry. So they ask their adviser to track an index like the S&P 500 but without stocks from their employer's sector.\nOne downside is that the custom portfolio becomes too independent. \"There is a risk the direct indexing portfolio will deviate from the [benchmark] index,\" said Noah Damsky, a Los Angeles-based adviser. \"The client may be looking to create a tracking error to the upside. But it can lead to a tracking error on the downside.\"\nFor many investors, the benefits outweigh that risk. So as long as advisers purchase software that swaps out stocks to advance a client's goals, tailoring portfolios can gain traction.\n\"You'll see more growth in direct indexing in the next year or two,\" Nuttall said. \"Advisers are using it more and appreciating it more.\" The potential for a capital-gains tax increase in the near future adds to the allure of direct indexing. Advisers use the term \"tax alpha\" to describe the process of leveraging tax-saving moves to boost after-tax returns.\n\"Our focus is affluent clients who want us to not just mirror an index but to add tax alpha,\" said Mike Silane, an adviser in Irvine, Calif. \"This is important today, but will be even more important as taxes are likely to rise to pay for today's stimulus and wealthier clients are likely to feel this most.\"","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,"SPY":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182736804,"gmtCreate":1623607371608,"gmtModify":1704206911263,"author":{"id":"3584458361936355","authorId":"3584458361936355","name":"Eugeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584458361936355","authorIdStr":"3584458361936355"},"themes":[],"htmlText":"Wowwwww","listText":"Wowwwww","text":"Wowwwww","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/182736804","repostId":"2143788705","repostType":4,"repost":{"id":"2143788705","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1623530160,"share":"https://ttm.financial/m/news/2143788705?lang=en_US&edition=fundamental","pubTime":"2021-06-13 04:36","market":"us","language":"en","title":"'CryptoPunk' NFT sells for $11.8 million at Sotheby's","url":"https://stock-news.laohu8.com/highlight/detail?id=2143788705","media":"Dow Jones","summary":"Sotheby's announced the work was bought by Israeli entrepreneur Shalom Meckenzie, the largest shareh","content":"<blockquote>\n Sotheby's announced the work was bought by Israeli entrepreneur Shalom Meckenzie, the largest shareholder of digital sports company DraftKings.\n</blockquote>\n<p><b>Who says the NFT bubble has popped ?</b></p>\n<p>A non-fungible token (NFT) of a digital artwork called a CryptoPunk defied expectations and just sold for $11.8 million at Sotheby's on Thursday this week.</p>\n<p>\"CryptoPunks are a set of 10,000 pixel-art characters made by Larva Labs in 2017\" and the mega bucks <a href=\"https://laohu8.com/S/AONE\">one</a> that sold-- CryptoPunk #7523 -- is \"of the sought-after Alien variety with blue-green skin, and wearing a medical mask,\" according to Reuters . It was bought with bitcoin and no physical artwork changes hands.</p>\n<p>Sotheby's announced the work was bought by Israeli entrepreneur Shalom Meckenzie, the largest shareholder of digital sports company DraftKings <a href=\"https://laohu8.com/S/DKNG\">$(DKNG)$</a>.</p>\n<p>\"We are excited to continue to explore new and interesting ways in presenting these cutting-edge works,\" Michael Bouhanna, a contemporary art specialist at Sotheby's, told Reuters.</p>\n<p>This week the famous \"Doge\" NFT also sold at another auction for $4 million.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>'CryptoPunk' NFT sells for $11.8 million at Sotheby's</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n'CryptoPunk' NFT sells for $11.8 million at Sotheby's\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-06-13 04:36</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n Sotheby's announced the work was bought by Israeli entrepreneur Shalom Meckenzie, the largest shareholder of digital sports company DraftKings.\n</blockquote>\n<p><b>Who says the NFT bubble has popped ?</b></p>\n<p>A non-fungible token (NFT) of a digital artwork called a CryptoPunk defied expectations and just sold for $11.8 million at Sotheby's on Thursday this week.</p>\n<p>\"CryptoPunks are a set of 10,000 pixel-art characters made by Larva Labs in 2017\" and the mega bucks <a href=\"https://laohu8.com/S/AONE\">one</a> that sold-- CryptoPunk #7523 -- is \"of the sought-after Alien variety with blue-green skin, and wearing a medical mask,\" according to Reuters . It was bought with bitcoin and no physical artwork changes hands.</p>\n<p>Sotheby's announced the work was bought by Israeli entrepreneur Shalom Meckenzie, the largest shareholder of digital sports company DraftKings <a href=\"https://laohu8.com/S/DKNG\">$(DKNG)$</a>.</p>\n<p>\"We are excited to continue to explore new and interesting ways in presenting these cutting-edge works,\" Michael Bouhanna, a contemporary art specialist at Sotheby's, told Reuters.</p>\n<p>This week the famous \"Doge\" NFT also sold at another auction for $4 million.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DKNG":"DraftKings Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2143788705","content_text":"Sotheby's announced the work was bought by Israeli entrepreneur Shalom Meckenzie, the largest shareholder of digital sports company DraftKings.\n\nWho says the NFT bubble has popped ?\nA non-fungible token (NFT) of a digital artwork called a CryptoPunk defied expectations and just sold for $11.8 million at Sotheby's on Thursday this week.\n\"CryptoPunks are a set of 10,000 pixel-art characters made by Larva Labs in 2017\" and the mega bucks one that sold-- CryptoPunk #7523 -- is \"of the sought-after Alien variety with blue-green skin, and wearing a medical mask,\" according to Reuters . It was bought with bitcoin and no physical artwork changes hands.\nSotheby's announced the work was bought by Israeli entrepreneur Shalom Meckenzie, the largest shareholder of digital sports company DraftKings $(DKNG)$.\n\"We are excited to continue to explore new and interesting ways in presenting these cutting-edge works,\" Michael Bouhanna, a contemporary art specialist at Sotheby's, told Reuters.\nThis week the famous \"Doge\" NFT also sold at another auction for $4 million.","news_type":1,"symbols_score_info":{"DKNG":0.9}},"isVote":1,"tweetType":1,"viewCount":1130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182736926,"gmtCreate":1623607318265,"gmtModify":1704206910616,"author":{"id":"3584458361936355","authorId":"3584458361936355","name":"Eugeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584458361936355","authorIdStr":"3584458361936355"},"themes":[],"htmlText":"Jeff bezos the kingggggg","listText":"Jeff bezos the kingggggg","text":"Jeff bezos the kingggggg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/182736926","repostId":"1191179846","repostType":4,"isVote":1,"tweetType":1,"viewCount":1258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":197879531,"gmtCreate":1621448622323,"gmtModify":1704357800241,"author":{"id":"3584458361936355","authorId":"3584458361936355","name":"Eugeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584458361936355","authorIdStr":"3584458361936355"},"themes":[],"htmlText":"Let's gooo","listText":"Let's gooo","text":"Let's gooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/197879531","repostId":"2136910021","repostType":4,"isVote":1,"tweetType":1,"viewCount":1056,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":163772471,"gmtCreate":1623895004693,"gmtModify":1703822826812,"author":{"id":"3584458361936355","authorId":"3584458361936355","name":"Eugeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584458361936355","authorIdStr":"3584458361936355"},"themes":[],"htmlText":"Will it better than spacex?","listText":"Will it better than spacex?","text":"Will it better than spacex?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/163772471","repostId":"1104709957","repostType":4,"isVote":1,"tweetType":1,"viewCount":1284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182736593,"gmtCreate":1623607423112,"gmtModify":1704206911751,"author":{"id":"3584458361936355","authorId":"3584458361936355","name":"Eugeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584458361936355","authorIdStr":"3584458361936355"},"themes":[],"htmlText":"Likeeee","listText":"Likeeee","text":"Likeeee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/182736593","repostId":"2142112788","repostType":4,"repost":{"id":"2142112788","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1623510300,"share":"https://ttm.financial/m/news/2142112788?lang=en_US&edition=fundamental","pubTime":"2021-06-12 23:05","market":"us","language":"en","title":"Why direct indexing is gaining traction with financial advisers and their clients","url":"https://stock-news.laohu8.com/highlight/detail?id=2142112788","media":"Dow Jones","summary":"Customized portfolio offers tax and diversification benefits.\n\nAs more investors -- especially young","content":"<blockquote>\n Customized portfolio offers tax and diversification benefits.\n</blockquote>\n<p>As more investors -- especially younger, high-income professionals -- want to hold stocks that they deem socially responsible, they want a customized portfolio that meets their specifications. Through direct indexing, financial advisers can create a basket of individual stocks designed to hew closely to an established index such as the S&P 500 SPX (#phrase-company?ref=COMPANY%7CSPX;onlineSignificance=passing-mention).</p>\n<p>In addition to accommodating clients who want to align their investments with their personal values, there are two other reasons that advisers may offer direct indexing. First, high-net-worth individuals may worry about the tax hit if they sell appreciated stocks. The portfolio optimizer technology that advisers use for direct indexing offers guidance on harvesting tax losses to offset capital gains.</p>\n<p>\"We've had clients who have inherited a portfolio with stocks that produce huge long-term gains,\" said Ken Nuttall, a certified financial planner in West Grove, Pa. \"Direct indexing can help with tax management of inherited assets.\"</p>\n<p>Direct indexing also appeals to clients who have loaded up on their company's stock. Eager to diversify their holdings, they do not want to own other stocks in their industry. So they ask their adviser to track an index like the S&P 500 but without stocks from their employer's sector.</p>\n<p>One downside is that the custom portfolio becomes too independent. \"There is a risk the direct indexing portfolio will deviate from the [benchmark] index,\" said Noah Damsky, a Los Angeles-based adviser. \"The client may be looking to create a tracking error to the upside. But it can lead to a tracking error on the downside.\"</p>\n<p>For many investors, the benefits outweigh that risk. So as long as advisers purchase software that swaps out stocks to advance a client's goals, tailoring portfolios can gain traction.</p>\n<p>\"You'll see more growth in direct indexing in the next year or two,\" Nuttall said. \"Advisers are using it more and appreciating it more.\" The potential for a capital-gains tax increase in the near future adds to the allure of direct indexing. Advisers use the term \"tax alpha\" to describe the process of leveraging tax-saving moves to boost after-tax returns.</p>\n<p>\"Our focus is affluent clients who want us to not just mirror an index but to add tax alpha,\" said Mike Silane, an adviser in Irvine, Calif. \"This is important today, but will be even more important as taxes are likely to rise to pay for today's stimulus and wealthier clients are likely to feel this most.\"</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why direct indexing is gaining traction with financial advisers and their clients</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy direct indexing is gaining traction with financial advisers and their clients\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-06-12 23:05</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n Customized portfolio offers tax and diversification benefits.\n</blockquote>\n<p>As more investors -- especially younger, high-income professionals -- want to hold stocks that they deem socially responsible, they want a customized portfolio that meets their specifications. Through direct indexing, financial advisers can create a basket of individual stocks designed to hew closely to an established index such as the S&P 500 SPX (#phrase-company?ref=COMPANY%7CSPX;onlineSignificance=passing-mention).</p>\n<p>In addition to accommodating clients who want to align their investments with their personal values, there are two other reasons that advisers may offer direct indexing. First, high-net-worth individuals may worry about the tax hit if they sell appreciated stocks. The portfolio optimizer technology that advisers use for direct indexing offers guidance on harvesting tax losses to offset capital gains.</p>\n<p>\"We've had clients who have inherited a portfolio with stocks that produce huge long-term gains,\" said Ken Nuttall, a certified financial planner in West Grove, Pa. \"Direct indexing can help with tax management of inherited assets.\"</p>\n<p>Direct indexing also appeals to clients who have loaded up on their company's stock. Eager to diversify their holdings, they do not want to own other stocks in their industry. So they ask their adviser to track an index like the S&P 500 but without stocks from their employer's sector.</p>\n<p>One downside is that the custom portfolio becomes too independent. \"There is a risk the direct indexing portfolio will deviate from the [benchmark] index,\" said Noah Damsky, a Los Angeles-based adviser. \"The client may be looking to create a tracking error to the upside. But it can lead to a tracking error on the downside.\"</p>\n<p>For many investors, the benefits outweigh that risk. So as long as advisers purchase software that swaps out stocks to advance a client's goals, tailoring portfolios can gain traction.</p>\n<p>\"You'll see more growth in direct indexing in the next year or two,\" Nuttall said. \"Advisers are using it more and appreciating it more.\" The potential for a capital-gains tax increase in the near future adds to the allure of direct indexing. Advisers use the term \"tax alpha\" to describe the process of leveraging tax-saving moves to boost after-tax returns.</p>\n<p>\"Our focus is affluent clients who want us to not just mirror an index but to add tax alpha,\" said Mike Silane, an adviser in Irvine, Calif. \"This is important today, but will be even more important as taxes are likely to rise to pay for today's stimulus and wealthier clients are likely to feel this most.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2142112788","content_text":"Customized portfolio offers tax and diversification benefits.\n\nAs more investors -- especially younger, high-income professionals -- want to hold stocks that they deem socially responsible, they want a customized portfolio that meets their specifications. Through direct indexing, financial advisers can create a basket of individual stocks designed to hew closely to an established index such as the S&P 500 SPX (#phrase-company?ref=COMPANY%7CSPX;onlineSignificance=passing-mention).\nIn addition to accommodating clients who want to align their investments with their personal values, there are two other reasons that advisers may offer direct indexing. First, high-net-worth individuals may worry about the tax hit if they sell appreciated stocks. The portfolio optimizer technology that advisers use for direct indexing offers guidance on harvesting tax losses to offset capital gains.\n\"We've had clients who have inherited a portfolio with stocks that produce huge long-term gains,\" said Ken Nuttall, a certified financial planner in West Grove, Pa. \"Direct indexing can help with tax management of inherited assets.\"\nDirect indexing also appeals to clients who have loaded up on their company's stock. Eager to diversify their holdings, they do not want to own other stocks in their industry. So they ask their adviser to track an index like the S&P 500 but without stocks from their employer's sector.\nOne downside is that the custom portfolio becomes too independent. \"There is a risk the direct indexing portfolio will deviate from the [benchmark] index,\" said Noah Damsky, a Los Angeles-based adviser. \"The client may be looking to create a tracking error to the upside. But it can lead to a tracking error on the downside.\"\nFor many investors, the benefits outweigh that risk. So as long as advisers purchase software that swaps out stocks to advance a client's goals, tailoring portfolios can gain traction.\n\"You'll see more growth in direct indexing in the next year or two,\" Nuttall said. \"Advisers are using it more and appreciating it more.\" The potential for a capital-gains tax increase in the near future adds to the allure of direct indexing. Advisers use the term \"tax alpha\" to describe the process of leveraging tax-saving moves to boost after-tax returns.\n\"Our focus is affluent clients who want us to not just mirror an index but to add tax alpha,\" said Mike Silane, an adviser in Irvine, Calif. \"This is important today, but will be even more important as taxes are likely to rise to pay for today's stimulus and wealthier clients are likely to feel this most.\"","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,"SPY":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182736804,"gmtCreate":1623607371608,"gmtModify":1704206911263,"author":{"id":"3584458361936355","authorId":"3584458361936355","name":"Eugeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584458361936355","authorIdStr":"3584458361936355"},"themes":[],"htmlText":"Wowwwww","listText":"Wowwwww","text":"Wowwwww","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/182736804","repostId":"2143788705","repostType":4,"repost":{"id":"2143788705","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1623530160,"share":"https://ttm.financial/m/news/2143788705?lang=en_US&edition=fundamental","pubTime":"2021-06-13 04:36","market":"us","language":"en","title":"'CryptoPunk' NFT sells for $11.8 million at Sotheby's","url":"https://stock-news.laohu8.com/highlight/detail?id=2143788705","media":"Dow Jones","summary":"Sotheby's announced the work was bought by Israeli entrepreneur Shalom Meckenzie, the largest shareh","content":"<blockquote>\n Sotheby's announced the work was bought by Israeli entrepreneur Shalom Meckenzie, the largest shareholder of digital sports company DraftKings.\n</blockquote>\n<p><b>Who says the NFT bubble has popped ?</b></p>\n<p>A non-fungible token (NFT) of a digital artwork called a CryptoPunk defied expectations and just sold for $11.8 million at Sotheby's on Thursday this week.</p>\n<p>\"CryptoPunks are a set of 10,000 pixel-art characters made by Larva Labs in 2017\" and the mega bucks <a href=\"https://laohu8.com/S/AONE\">one</a> that sold-- CryptoPunk #7523 -- is \"of the sought-after Alien variety with blue-green skin, and wearing a medical mask,\" according to Reuters . It was bought with bitcoin and no physical artwork changes hands.</p>\n<p>Sotheby's announced the work was bought by Israeli entrepreneur Shalom Meckenzie, the largest shareholder of digital sports company DraftKings <a href=\"https://laohu8.com/S/DKNG\">$(DKNG)$</a>.</p>\n<p>\"We are excited to continue to explore new and interesting ways in presenting these cutting-edge works,\" Michael Bouhanna, a contemporary art specialist at Sotheby's, told Reuters.</p>\n<p>This week the famous \"Doge\" NFT also sold at another auction for $4 million.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>'CryptoPunk' NFT sells for $11.8 million at Sotheby's</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n'CryptoPunk' NFT sells for $11.8 million at Sotheby's\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-06-13 04:36</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n Sotheby's announced the work was bought by Israeli entrepreneur Shalom Meckenzie, the largest shareholder of digital sports company DraftKings.\n</blockquote>\n<p><b>Who says the NFT bubble has popped ?</b></p>\n<p>A non-fungible token (NFT) of a digital artwork called a CryptoPunk defied expectations and just sold for $11.8 million at Sotheby's on Thursday this week.</p>\n<p>\"CryptoPunks are a set of 10,000 pixel-art characters made by Larva Labs in 2017\" and the mega bucks <a href=\"https://laohu8.com/S/AONE\">one</a> that sold-- CryptoPunk #7523 -- is \"of the sought-after Alien variety with blue-green skin, and wearing a medical mask,\" according to Reuters . It was bought with bitcoin and no physical artwork changes hands.</p>\n<p>Sotheby's announced the work was bought by Israeli entrepreneur Shalom Meckenzie, the largest shareholder of digital sports company DraftKings <a href=\"https://laohu8.com/S/DKNG\">$(DKNG)$</a>.</p>\n<p>\"We are excited to continue to explore new and interesting ways in presenting these cutting-edge works,\" Michael Bouhanna, a contemporary art specialist at Sotheby's, told Reuters.</p>\n<p>This week the famous \"Doge\" NFT also sold at another auction for $4 million.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DKNG":"DraftKings Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2143788705","content_text":"Sotheby's announced the work was bought by Israeli entrepreneur Shalom Meckenzie, the largest shareholder of digital sports company DraftKings.\n\nWho says the NFT bubble has popped ?\nA non-fungible token (NFT) of a digital artwork called a CryptoPunk defied expectations and just sold for $11.8 million at Sotheby's on Thursday this week.\n\"CryptoPunks are a set of 10,000 pixel-art characters made by Larva Labs in 2017\" and the mega bucks one that sold-- CryptoPunk #7523 -- is \"of the sought-after Alien variety with blue-green skin, and wearing a medical mask,\" according to Reuters . It was bought with bitcoin and no physical artwork changes hands.\nSotheby's announced the work was bought by Israeli entrepreneur Shalom Meckenzie, the largest shareholder of digital sports company DraftKings $(DKNG)$.\n\"We are excited to continue to explore new and interesting ways in presenting these cutting-edge works,\" Michael Bouhanna, a contemporary art specialist at Sotheby's, told Reuters.\nThis week the famous \"Doge\" NFT also sold at another auction for $4 million.","news_type":1,"symbols_score_info":{"DKNG":0.9}},"isVote":1,"tweetType":1,"viewCount":1130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182736926,"gmtCreate":1623607318265,"gmtModify":1704206910616,"author":{"id":"3584458361936355","authorId":"3584458361936355","name":"Eugeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584458361936355","authorIdStr":"3584458361936355"},"themes":[],"htmlText":"Jeff bezos the kingggggg","listText":"Jeff bezos the kingggggg","text":"Jeff bezos the kingggggg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/182736926","repostId":"1191179846","repostType":4,"isVote":1,"tweetType":1,"viewCount":1258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":197879531,"gmtCreate":1621448622323,"gmtModify":1704357800241,"author":{"id":"3584458361936355","authorId":"3584458361936355","name":"Eugeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584458361936355","authorIdStr":"3584458361936355"},"themes":[],"htmlText":"Let's gooo","listText":"Let's gooo","text":"Let's gooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/197879531","repostId":"2136910021","repostType":4,"isVote":1,"tweetType":1,"viewCount":1056,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}