Listen to Dave Spano and Brian Jacobsen reflect on the impact of the events on September 11, 2001 - in the markets, economy, and our nation as a whole. We remember those lives who were lost, and honor the resilience that followed. https://youtu.be/cH35F7HueXQ...
What Is Direct Indexing?
Direct indexing is an investment approach that allows individuals to directly own the underlying stocks of an index rather than investing through a pooled fund. This structure allows for a higher level of customization, such as excluding specific companies or industries and tailoring the portfolio to personal goals or values. It also supports tax‑efficient, and gives investors more control over after‑tax outcomes.