December 07, 2022

Buckingham Weekly Perspectives | Direct Indexing

While most of us are familiar with mutual funds or ETFs, direct indexing may be another option when investing in the world’s stock markets.

Chief Investment Officer Jared Kizer shares specific situations where this lesser known broad diversification strategy may be beneficial.

About the Author

Jared Kizer

Head of Investment Research

Jared Kizer is the Head of Investment Research for Buckingham Wealth Partners. In 2008, Jared co-authored the book "The Only Guide to Alternative Investments You’ll Ever Need" with financial author Larry Swedroe. Jared has written several articles on such topics as retirement planning and investment policy. His work has been published in The Journal of Portfolio Management, Journal of Indexes and Jared has made appearances on local and national television, including Bloomberg Television.

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