Measure Twice Planners

The Pros and Cons of Direct Indexing w/ Igor Smolyanskiy, CFA, CFP®

Sep 5, 2023
Guest
Igor Smolyanskiy
Igor Smolyanskiy, a financial planner, discusses the pros and cons of direct indexing in investment strategies. Topics include tax optimization, asset allocation, risk management, tax loss harvesting, and managing exposure to legacy securities. He emphasizes the importance of personalized financial planning and clear client communication in building strong client-advisor relationships.
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Chapters
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Episode notes
1
Introduction
00:00 • 2min
2
Navigating Simplified Financial Planning and Direct Indexing Implementation
01:59 • 2min
3
Exploring Asset Allocation and Direct Indexing Strategies in Portfolios
04:11 • 5min
4
Direct Indexing and Tax Optimization Strategies
09:24 • 8min
5
Managing Exposure to Employment, Equities, and Legacy Securities
17:25 • 18min
6
Exploring Investment Strategy Summarization and Tools in Financial Planning
35:28 • 5min