Along with a market update, we will be discussing Direct Indexing.
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.
Join us on the 4th of May to learn more!
Date and Time
Thu, May 04, 2023
11:30a - 2:30p CST