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SK Wealth - Episode 32 - Direct Indexing - What it is and its growing use in Portfolios
SK Wealth's Solutions & Knowledge podcast
English - June 23, 2022 20:21 - 10 minutes - 10.4 MB - ★★★★★ - 6 ratingsInvesting Business News Business News Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Investment customization and flexibility continues to be the forefront of differentiation when managing money and sprinkle in potential tax advantages and the service sounds even more appealing. What is this Direct-Indexing method for managing portfolios? What are the advantages and how does the future look for its use in investment portfolios? Devin Rainone, CFP and Matthew Neyland, Chief Investment Officer at SK Wealth Management discuss Direct-Indexing.