Igor Smolyanskiy
A financial planner and owner of Vilga Financial
Best podcasts with Igor Smolyanskiy
Ranked by the Snipd community
Sep 5, 2023 • 40min
The Pros and Cons of Direct Indexing w/ Igor Smolyanskiy, CFA, CFP®
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.
