Direct Indexing

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Recorded23 Jan 2025

Publisheryourlifesimplified.libsyn.com ↗

Handlerec:14481608

Show notes

Join hosts Whitney Reagan, senior wealth advisor, and Daniel Sharkey, senior wealth advisor, as they discuss direct indexing. This episode unpacks how direct indexing works, its potential tax advantages and its ability to align investments with individual values and goals. Whitney and Daniel share practical strategies to help implement this portfolio strategy.

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