The Power of Direct Indexing: Personalization, Control, and Tax Efficiency (Ep. 143)

Investors often look for ways to balance cost, performance, and control, but what if there were a method that let you own the actual stocks behind an index and tailor them to your needs? Technology has made that possible through direct indexing, a strategy that’s reshaping how investors think about diversification and tax management. In this episode, Peter Raskin explains how direct indexing…