Skip to main content

Users Comments:

A few comments from listeners:
Direct indexing simply isn't worth it for the average retail investor.  It's a high-net-worth strategy.
- Maria R.

I wasn't familiar with direct indexing. Excellent summary of what it is and under what circumstances it is beneficial.
- Marian J.

I learned the use of direct indexing for tax harvesting and annual income thresholds needed for direct indexing to be effective.
- Jacqueline B.

Ironic that tax loss harvesting seems so celebrated as a strategy...after all it means you have to have losers in your portfolio...the foe we all battle!
- Kevin K.

This helped to draw a basic line of who benefits from direct indexing.
- Richard H.