Beyond Index Funds: How Direct Indexing and AQR Flex Strategies May Unlock Tax Efficiency and After-Tax Alpha December 8, 2025
Quarterly Review & Market Outlook – 4th Quarter 2025 Written by Clay McDaniel, CFA® on January 22, 2026
Beyond Index Funds: How Direct Indexing and AQR Flex Strategies May Unlock Tax Efficiency and After-Tax Alpha Written by Jim Brown, CFA®, MBA, Senior Investment Strategist at Waverly Advisors, LLC | Steve Barrett, CFP®, AIF®, AWMA®, CPWA®, CAP®, Partner, Wealth Advisor on December 8, 2025
Jim Foster quoted in Atlanta Business Chronicle’s Financial Quarterly Written on December 3, 2015 View
