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.

Gain insights with the High-Low Index, an essential tool comparing stocks at 52-week highs versus lows, helping traders confirm market trends and make informed decisions.

Index investing allows market participants the ability to build their ideal portfolios using baskets of stocks and bonds.

Sean Ross is a strategic adviser at 1031x.com, Investopedia contributor, and the founder and manager of Free Lances Ltd. David Kindness is a Certified Public Accountant (CPA) and an expert in the ...