The Pros and Cons of Direct Indexing w/ Igor Smolyanskiy, CFA, CFP®

Measure Twice Planners

コンテンツは Cody Garrett, CFP® and Cody Garrett によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャストコンテンツは、Cody Garrett, CFP® and Cody Garrett またはそのポッドキャストプラットフォームパートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。

1y ago 40:13

MP3•エピソードのホーム

Today’s conversion is with Igor Smolyanskiy, CFA, CFP®, a financial planner and owner of Vilga Financial. During this episode, we discuss the benefits and drawbacks associated with direct indexing as part of the investment implementation process.

None of this content is personalized investment, tax, or legal advice.
If you'd like to watch the full video interview with Igor, including an additional 15 minutes of our conversation, you may consider becoming an official member of Measure Twice Planners at MeasureTwicePlanners.com.
This October 2023, the annual subscription for future members will increase by $100, so you can lock in the price of $549 within the month of September. As a reminder $49 of the membership fee is earmarked to provide needs-based CFP® education scholarships, which will be announced this November.

20 つのエピソード