Direct indexing’s popularity has soared, with assets invested in direct indexes exceeding $260 billion at the end of 2022. This approach, which involves investing in the individual securities ...

The S&P 500's performance often diverges from that of its constituents. Direct indexing takes advantage of this by harvesting losses stocks with losses.

[I am happy to post this follow-up essay from Professor Rob Natelson]. My July 12 entry provided links to Founding-era sources showing that the Constitution's category of "direct taxes" included ...

Direct taxes are imposed directly on individuals and entities according to their income or wealth whilst indirect tax is imposed on goods, services or transactions and eventually paid by consumers.

The Union Budget is the government’s most powerful policy document of the year. On Sunday morning, February 1, 2026, at 11 AM, Finance Minister Nirmala Sitharaman will present the Union Budget 2026-27 ...