Is Direct Indexing Really All It's Cracked Up To Be?

Curious about how to make the most of your investments? In this episode, I’m excited to share a recent chat I had with Dr. Jimmy Turner on the Money Meets Medicine podcast. We dive into the world of direct indexing, a powerful portfolio management tool that’s especially valuable for business owners with significant taxable assets.
Is direct indexing a trend worth your attention, or is it a game-changer for your investment strategy? Listen in as we explore the benefits and potential pitfalls of direct indexing. We break down who it’s best suited for, how it compares to traditional index investing, and why delegating this sophisticated strategy to a professional might be your best move.
Need help with wealth management? Learn about APM Wealth's process, here: apm-wealth.com.... Or, get our free guide explaining some of our key methods for building wealth with clients: apm-wealth.com...
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About Me: My wife Sarah and I live in Portland, OR, where she is an attending anesthesiologist, and I am a financial planner for anesthesiologists and pain management physicians. I know firsthand the challenges faced by physicians as they try to build a successful career in a clinically demanding specialty, while simultaneously trying to make good financial and career choices. I’m dedicating my practice to serving individuals and families just like us.
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