The Pros and Cons of Direct Indexing w/ Igor Smolyanskiy, CFA, CFP®
Measure Twice Planners
00:00
Direct Indexing and Tax Optimization Strategies
Exploring the concept of direct indexing compared to traditional index ETFs, with a focus on breaking down the S&P 500 into sector ETFs for customization. The chapter delves into tax optimization through strategies like tax loss harvesting and managing portfolios with a tax-conscious approach.
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Transcript
