Along with a market update, we will be discussing Direct Indexing and the benefits of investing in laddered Treasury Bills. 

As opposed to traditional “buy & hold” strategies, direct indexing allows investors more control over their investments while still taking advantage of market performance and minimizing taxable events like capital gains distribution and ordinary income taxation.

With laddering short-term debt, you have the confidence of knowing that your capital is preserved while also earning returns higher than other comparable investments – all with easy access to your liquid funds when needed.   It’s a win-win combination!

Join us on the 19th of April to learn more!