Przejdź do trybu offline z Player FM !
Direct Indexing
Manage episode 462757491 series 2284404
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.
157 odcinków
Manage episode 462757491 series 2284404
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.
157 odcinków
كل الحلقات
×



1 Behind the Scenes With a Chief Investment Strategist 33:19





1 Why the SECURE 2.0 Act Matters More Than Ever 15:46

1 Set Your Family Up for a Successful Family Meeting 16:11



1 Building Wealth as a Young Professional 25:09

1 In 2024, Should You Rent or Buy Your Home? 23:50

Zapraszamy w Player FM
Odtwarzacz FM skanuje sieć w poszukiwaniu wysokiej jakości podcastów, abyś mógł się nią cieszyć już teraz. To najlepsza aplikacja do podcastów, działająca na Androidzie, iPhonie i Internecie. Zarejestruj się, aby zsynchronizować subskrypcje na różnych urządzeniach.