Direct Indexing Benefits and Risks

Episode 035 | Adviser Checkup Podcast

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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Be Financially Well,

Kelly