What is direct indexing and should you consider investing through this method? As with all investing methods, there are benefits and risks to direct indexing and we will discuss those here so you feel empowered to make the best decision for you and your family. This episode was inspired by Fidelity's offering of direct indexing tools for all so we will review the finer details of this particular offering as well.
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Important Disclosures: I am not a financial adviser. Information presented is for educational purposes only and should not be interpreted as financial advice. I am here to help you better your relationship with your own financial adviser, not to be one.
