Tax Planning
The Democratization of Direct Indexing
Once confined to the world of the ultra-wealthy, Direct Indexing has come down to the masses with all of the benefits and opportunities that it
October 9, 2023
Once confined to the world of the ultra-wealthy, Direct Indexing has come down to the masses with all of the benefits and opportunities that it
Taxes are one of the most significant costs you’ll pay in your investing life. Fortunately, the U.S. Tax Code provides ample opportunities to reduce your
Picture the contents of a contemporary retirement portfolio. What do you find? You’ll likely encounter a mix of Mutual Funds, ETFs, and individual stocks and
All of your assets are controlled by you and held in your name by our independent custodian, Charles Schwab or Fidelity Institutional. I receive no compensation from them. You can check your portfolio 24/7 on their website. I will have limited power of attorney to execute transactions on your behalf.
Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.
Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.
