When Should I Consider Direct Indexing?
There are certain situations when you should give serious consideration to Direct Indexing. Here I share a few.
There are certain situations when you should give serious consideration to Direct Indexing. Here I share a few.
Let's talk about which account you should max out first. Basically, what are the best investment savings vehicles for high income earners.
Congratulations on selling your medical practice! Now, what is next for you? I will share some thoughts based on clients who have gone through this.
What exactly is direct indexing? Here I cover the basics.
Are we accepting new clients? The short answer is Yes.
A quick comparison of how much my clients save by working with me and what they give up by working with an old-school advisor who charges based on clients paying a percentage of their assets to the advisor.