<?xml version="1.0" encoding="UTF-8"?><rss xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:content="http://purl.org/rss/1.0/modules/content/" xmlns:atom="http://www.w3.org/2005/Atom" version="2.0" xmlns:media="http://search.yahoo.com/mrss/" xmlns:post="http://www.twentyoverten.com"><channel><title><![CDATA[Global Macro Asset Management]]></title><description><![CDATA[Global Macro Asset Management]]></description><link>https://compactdi.com</link><generator>RSS for Node</generator><lastBuildDate>Thu, 27 Feb 2025 03:35:36 GMT</lastBuildDate><atom:link href="https://compactdi.com/blog/feed.xml" rel="self" type="application/rss+xml"/><item><title><![CDATA[Why is Direct Indexing More Expensive Than ETFs?]]></title><description><![CDATA[Direct Indexing: While it's true that Direct Indexing (DI) typically runs higher than many passively managed ETFs—the value derived from DI can justify the cost, especially when you consider the broader advantages]]></description><link>https://compactdi.com/blog/why-is-direct-indexing-more-expensive-than-etfs</link><guid isPermaLink="false">6716e0438359e08dd077f67a</guid><pubDate>Sat, 19 Oct 2024 04:45:25 GMT</pubDate><media:thumbnail url="https://compactdi.com/gmam-static/59c3c101e4aca23f978ab339/AmmYY2HE-YE/RRdownload.jfif"/></item><item><title><![CDATA[Isn't it Difficult to Explain and Process a Direct Indexing Portfolio?]]></title><link>https://compactdi.com/blog/isnt-it-difficult-to-explain-and-process-a-direct-indexing-portfolio</link><guid isPermaLink="false">670e9019ce3ccb3ca1141574</guid><pubDate>Tue, 15 Oct 2024 05:09:42 GMT</pubDate><media:thumbnail url="https://compactdi.com/gmam-static/59c3c101e4aca23f978ab339/B46ZubDb67b/AdobeStock_827855815.jpeg"/></item><item><title><![CDATA[Can Direct Indexing Add Tax Alpha to Small Accounts?]]></title><link>https://compactdi.com/blog/can-direct-indexing-add-tax-alpha-to-small-accounts</link><guid isPermaLink="false">66f1d68b0276d2aee00faf12</guid><pubDate>Sun, 22 Sep 2024 03:42:54 GMT</pubDate><media:thumbnail url="https://compactdi.com/gmam-static/59c3c101e4aca23f978ab339/CTs73ootqhU/DALLE-2024-09-23-143120-A-professional-visually-appealing-representation-of-tax-alpha-incorporating-the-Greek-alpha-symbol-a-as-a-central-element-The-image-should-symb.jpg"/></item><item><title><![CDATA[Direct Index Tracking Error - Is It Important?]]></title><link>https://compactdi.com/blog/direct-index-tracking-error-is-it-important</link><guid isPermaLink="false">66e8b0660276d2aee000b0d7</guid><pubDate>Mon, 16 Sep 2024 11:18:57 GMT</pubDate><media:thumbnail url="https://compactdi.com/gmam-static/59c3c101e4aca23f978ab339/m9s5iX4e4gN/RadarTrackerpc-adaptivefullmediumjpg.jpg"/></item><item><title><![CDATA[Absolutely, Positively, Yes! Direct Indexes Make Sense for Investors Worth Less Than $1MM and Over $5MM]]></title><description><![CDATA[Direct Indexing can work for portfolios under 1mm, as well as those over 5mm]]></description><link>https://compactdi.com/blog/absolutely-positively-yes-direct-indexes-make-sense-for-investors-worth-less-than-dollar1mm-and-over-dollar5mm</link><guid isPermaLink="false">66d381a07d99cc44d56d6269</guid><category><![CDATA[Investing]]></category><pubDate>Wed, 28 Aug 2024 06:10:58 GMT</pubDate><media:thumbnail url="https://compactdi.com/gmam-static/59c3c101e4aca23f978ab339/prYGUFZk9Fw/AdobeStock_403103567.jpeg"/><post:categories url="https://compactdi.com/blog/category/investing" slug="investing" name="Investing"/></item><item><title><![CDATA[Global Macro Asset Management and Bloomberg Partnership Realized]]></title><description><![CDATA[Global Macro Asset Management's (GMAM) Compact Index Series was launched and became available via Bloomberg tickers on Wednesday, 5/1/24. This significant milestone marks the introduction of our indexes to over 350,000 Bloomberg terminals worldwide!

 This development is pivotal for us at GMAM and offers tremendous opportunities for Advisors and their clients. The factsheets for each index are attached. Developed in concert with Bloomberg, The Compact Index Series underpins GMAM's Direct Investment strategies - Compact DITM, allowing investors to invest directly in the stocks of some of the world's most esteemed and substantial companies without needing ETFs or mutual funds. Key features include: Each index comprises no more than 22 stocks, making them easily manageable. An individual security structure that enhances tax loss harvesting opportunities and allows for greater personalization compared to traditional investment vehicles. Composition across 11 sectors, with all securities equally weighted, ensures greater diversification than cap-weighted indices (often referred to as "The Magnificent 7" problem of the S&P 500).]]></description><link>https://compactdi.com/blog/global-macro-asset-management-and-bloomberg-partnership-realized</link><guid isPermaLink="false">6672183cb65ee34f0d43ff7f</guid><pubDate>Wed, 01 May 2024 04:01:11 GMT</pubDate><media:thumbnail url="https://compactdi.com/gmam-static/59c3c101e4aca23f978ab339/VJe4QUirEA_/cropped/GMAM-Plus-Bloomberg.png"/></item><item><title><![CDATA[What to Do With Your Old 401(k) When You Switch Jobs]]></title><description><![CDATA[Whether you’re making a career change or just got laid off, your 401(k) may be at the bottom of your to-do list. However, moving your 401(k) is an incredibly important step that must be well-thought-out. When leaving an employer, there are typically three workable opportunities to continue the growth of your retirement funds. Understanding which route offers more advantages for continued growth that will align with your next chapter in life is the first step.]]></description><link>https://compactdi.com/blog/globalmacroassetcomblogwhat-to-do-with-your-old-401k-when-you-switch-jobs</link><guid isPermaLink="false">624b35aea360d12a81478c43</guid><category><![CDATA[Retirement Funding]]></category><pubDate>Sat, 02 Apr 2022 06:36:05 GMT</pubDate><media:thumbnail url="https://compactdi.com/gmam-static/59c3c101e4aca23f978ab339/uB-oKFMQuf/copy-what_to_do_with_your_old_401k_when_you_switch_jobs_featured.jpg"/><post:categories url="https://compactdi.com/blog/category/retirement-funding" slug="retirement-funding" name="Retirement Funding"/></item><item><title><![CDATA[Restricted Stock Units (RSU): Understanding Your Equity Compensation Options]]></title><description><![CDATA[When it comes to compensation, many companies are now providing equity and stock-based benefits to their employees. Each type of benefit has its own set of rules, and it’s essential to understand the nuances of each type. One form of equity-based compensation is restricted stock units (RSUs).

Here’s what you need to know about this form of equity-based compensation.]]></description><link>https://compactdi.com/blog/httpsglobalmacroassetcomblogrestricted-stock-units-rsu-understanding-your-equity-compensation-options</link><guid isPermaLink="false">61cc9b106ecc940657c40b62</guid><pubDate>Wed, 29 Dec 2021 17:57:34 GMT</pubDate><media:thumbnail url="https://compactdi.com/gmam-static/59c3c101e4aca23f978ab339/SnV_19HInN/featured_restrictedstockunits.jpg"/></item><item><title><![CDATA[[Video] Planning for Retirement as a Small Business Owner]]></title><link>https://thinkfinance.io/229hNFjhbW</link><guid isPermaLink="false">5f56ae5f4df95d3d1dcadf62</guid><category><![CDATA[Retirement Funding]]></category><pubDate>Mon, 07 Sep 2020 10:19:30 GMT</pubDate><media:thumbnail url="https://compactdi.com/gmam-static/59c3c101e4aca23f978ab339/AtEwlAnWzLn/planning-for-retirement-as-a-small-business-owner_thumbnail.jpg"/><post:categories url="https://compactdi.com/blog/category/retirement-funding" slug="retirement-funding" name="Retirement Funding"/></item><item><title><![CDATA[Laid Off in Las Vegas: Can You Use Your Unemployment Benefits to Start a Business?]]></title><link>https://compactdi.com/blog/laid-off-in-las-vegas-can-you-use-your-unemployment-benefits-to-start-a-business</link><guid isPermaLink="false">5f3af92193affa69300b49a7</guid><pubDate>Mon, 17 Aug 2020 10:13:51 GMT</pubDate><media:thumbnail url="https://compactdi.com/gmam-static/59c3c101e4aca23f978ab339/qK-mffMElMB/covid-19_can_you_use_your_unemployment_benefits_to_start_a_business.jpg"/></item><item><title><![CDATA[Navigating Choppy Waters]]></title><description><![CDATA[Down markets are inevitable, both as part of the normal cycle and due to specific events. Studies show that investors who panic and react to these market events often underperform.]]></description><link>https://compactdi.com/blog/navigating-choppy-waters</link><guid isPermaLink="false">59c3c39043cb461d18336200</guid><category><![CDATA[Investing]]></category><pubDate>Thu, 21 Sep 2017 13:50:08 GMT</pubDate><media:thumbnail url="https://compactdi.com/gmam-static/587f882503dfb2173bf0b7d6/Hkmd2O5Ye/choppy_waters.jpg"/><post:categories url="https://compactdi.com/blog/category/investing" slug="investing" name="Investing"/></item><item><title><![CDATA[Retiring? Keep Your Budget in Check]]></title><description><![CDATA[The transition into retirement can be overwhelming. Furthermore, every insurance agent and broker seems to want to sell you a high-priced annuity loaded with hidden fees and surrender charges. Learn how to avoid spending more than you should to feel secure in your retirement.]]></description><link>https://compactdi.com/blog/retiring-keep-your-budget-in-check</link><guid isPermaLink="false">59c3c39043cb461d183361ff</guid><category><![CDATA[Retirement Funding]]></category><pubDate>Thu, 21 Sep 2017 13:50:08 GMT</pubDate><media:thumbnail url="https://compactdi.com/gmam-static/587f882503dfb2173bf0b7d6/rJdB3uctl/grocery.jpg"/><post:categories url="https://compactdi.com/blog/category/retirement-funding" slug="retirement-funding" name="Retirement Funding"/></item><item><title><![CDATA[Keeping Your Investment Plan on Track]]></title><description><![CDATA[We specialize in providing wealth advisory and investment services and tax advice for clients seeking financial freedom and security. We focus on your life goals to help create a comprehensive plan for your future.]]></description><link>https://compactdi.com/blog/keeping-your-investment-plan-on-track</link><guid isPermaLink="false">59c3c39043cb461d183361fe</guid><category><![CDATA[Investing]]></category><category><![CDATA[College Planning]]></category><pubDate>Thu, 21 Sep 2017 13:50:08 GMT</pubDate><media:thumbnail url="https://compactdi.com/gmam-static/587f882503dfb2173bf0b7d6/ByI1hO5Kl/train_tracks.jpg"/><post:categories url="https://compactdi.com/blog/category/investing" slug="investing" name="Investing"/><post:categories url="https://compactdi.com/blog/category/college-planning" slug="college-planning" name="College Planning"/></item><item><title><![CDATA[Talking to Your Kids About Money]]></title><description><![CDATA[Putant malorum recteque pro ad, oratio vituperata constituam eum at. No eleifend sapientem ius, usu praesent gubergren quaerendum ex, quo no denique adipisci postulant.]]></description><link>https://compactdi.com/blog/talking-to-your-kids-about-money</link><guid isPermaLink="false">59c3c39043cb461d183361fd</guid><category><![CDATA[Insights]]></category><pubDate>Thu, 21 Sep 2017 13:50:08 GMT</pubDate><media:thumbnail url="https://compactdi.com/gmam-static/587f882503dfb2173bf0b7d6/S1aos_5Ke/kids-and-money.jpg"/><post:categories url="https://compactdi.com/blog/category/insights" slug="insights" name="Insights"/></item></channel></rss>