Direct Investing

direct indexing allows you to smartly, from a tax perspective, transition that into a more well-rounded portfolio. The folks over at Oceanus in Asset Management did a study and found in 2020 because you had this 34% whoosh down during the pandemic,. They were seeing direct index portfolios doing 400 and 500 basis points of taxless harvesting which is just astonishing. Listen to the year like 2022, if you have other appreciated stock that you want to sell, you should be killing it on the taxless harvesting.