Over the past two years, Direct Indexing strategies have gained prominence. Direct Indexing is a method where instead of buying an index fund like the S&P 500, you purchase all the individual underlying stocks directly.
This approach suggests potential enhancements in after-tax returns and offers more flexibility in portfolio customization. But is it as promising as it sounds? Dive into this week's episode of Emerging Wealth Podcast to uncover the truth.
MDRN Wealth specializes in tax, investment, and financial planning for high-income millennials. To learn more, visit us at www.MDRNwealth.com
This Podcast is intended to be financial education only and is not intended to be specific tax, legal, or investment advice. Please consult a professional for specific advice.
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