Many investment concepts, tools, and strategies are cloaked in vague complexity, allowing some money managers an air of sophistication. Instead, we believe in cutting through the confusion by educating investors – empowering them to truly understand how these tools work, the benefits they provide, and the risks they may carry. With this knowledge, investors can make smarter, well-informed financial decisions. One such strategy is Direct Indexing, a powerful yet often misunderstood approach that has been gaining in popularity. In this piece, we will break down Direct Indexing, explore how it works, and reveal its potential to add significant value to your portfolio.
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