HomeMarketsU.S. EconomyWhat You Need to Know About Direct Indexing

What You Need to Know About Direct Indexing

Divya Krishnan teaches viewers about direct indexing, which allows clients to have professional tax management while tracking a specific market index. It automates taking tax losses to balance out capital gains. She discusses what kind of client direct indexing would be right for, and the customization available.

The Watch List

21 Nov 2024

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