Key Takeaways NTAM will offer its institutional-quality direct indexing solution on Envestnet.The Envestnet platform enables customized equity portfolios with factor tilts, exclusions, and tax efficiency.The partnership expands NTRS's distribution for personalized, tax-efficient UHNW portfolios.Northern Trust Asset Management (“NTAM”), an investment management division of Northern Trust Corporation (NTRS) , has announced a partnership with Envestnet to offer its institutional-quality, tax-managed direct ind ...

Investing can be stressful at any time — especially during periods of uncertainty. Talk about recessions, inflations and tariffs — among other things — can trigger heightened emotions that could lead some investors to take quick actions. Read More: Most Experts Say Buy Index Funds. Charles Payne Says Do This Instead Check Out: How Far $750K Plus Social Security Goes in Retirement in Every US Region It’s also during those uncertain times that some investors see growth if they’re strategic in focusing on cer ...

Core Insights - The article emphasizes that income investing is not solely for retirees, as younger investors can also benefit from focusing on income generation within their portfolios [1] - The author highlights the importance of a diversified investment strategy that includes high-quality dividend stocks, Business Development Companies, REITs, and Closed End Funds to enhance income while achieving total returns comparable to traditional index funds [1] Investment Strategy - A hybrid investment approach combining growth and income is proposed, which allows investors to capture total returns on par with the S&P 500 [1] - The strategy involves building a solid base of classic dividend growth stocks while incorporating other income-generating assets [1]