Episode #77: Is Direct Indexing for Me?

A listener asked – is Direct Indexing a good idea?  This is a topic that many people have been getting pitched by many Wall Street Firms.  Is this a good strategy?

In this episode, Russ covers: What is direct Indexing; the Pros and Cons of Direct Indexing, where Direct Indexing fits in the portfolio.

Plus he shares his views on the regional banking crisis over the weekend.

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