This is an overview explaining Direct Indexing and how you may benefit from using this alternative, tax-aware investment strategy.
Most of us are familiar with the term indexing when it comes to investing. It simply means mimicking a specific investment index. While there are over 5,000 different indices, the most common index investors follow is the Standard and Poor’s 500 (S&P 500). Others that are frequently displayed across..
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You have likely heard it before: Year end is an important time for your finances. But what you might not appreciate is how easy some of the steps are to make real change, particularly as it relates to minimizing your tax burden. There is a limited window for taking some important steps to minimize your taxes for the current year and set you up for success in the coming year. Below are some key steps to consider for your year-end..
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There will come a time when you realize that you have spent a lifetime building your wealth and you want to know how it can provide a lasting legacy to the next generation. You might be at that stage today or see it as a future event. Either way, you need to plan for it. This type of wealth planning is what we call Legacy Planning.
If the goal is to leave your wealth to your children, it may seem like a matter of simply bequeathing..
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