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Aaron Agte and Trishul Patel, Aaron Agte, and Trishul Patel에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Aaron Agte and Trishul Patel, Aaron Agte, and Trishul Patel 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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#73. Is direct indexing the future of investing?

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Manage episode 297845190 series 2953307
Aaron Agte and Trishul Patel, Aaron Agte, and Trishul Patel에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Aaron Agte and Trishul Patel, Aaron Agte, and Trishul Patel 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Direct Indexing is the ideal combination of tax-loss harvesting and low fees.
In this episode, Aaron and Trishul focus on the things you can control when it comes to investing. Asset allocation, low fees, and managing taxes. Tax-loss harvesting when an investment is down can help you grow your net worth more effectively over market cycles. But it works best when you use many securities so that when some things are zigging, others are zagging. Direct indexing is the culmination of low fees AND tax-loss harvesting at the individual stock level.
Episode References
SEI Direct Indexing
Kitces: Direct Indexing
Indices 2020
Betterment: Tax-Loss Harvesting
Wealthfront: Tax-Loss Harvesting
Tax Efficiency of ETFs vs Mutual Funds
Podcast Description
Welcome to The Mind Money Spectrum Podcast where your hosts Aaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life. Aaron is a Financial Planner from the Bay Area, and Trishul is a Wealth Manager on the East Coast. For more information about Aaron, check out GraystoneAdvisor.com. And for more information on Trishul check out InvestingForever.com. We thank you all for listening, and stay tuned for our latest episode on our website, MindMoneySpectrum.com.

Aaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life. Aaron is a Bay Area Financial Planner with GraystoneAdvisor.com, and Trishul is an East Coast Wealth Manager (InvestingForever.com). MindMoneySpectrum.com and YouTube.

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135 에피소드

Artwork
icon공유
 
Manage episode 297845190 series 2953307
Aaron Agte and Trishul Patel, Aaron Agte, and Trishul Patel에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Aaron Agte and Trishul Patel, Aaron Agte, and Trishul Patel 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Direct Indexing is the ideal combination of tax-loss harvesting and low fees.
In this episode, Aaron and Trishul focus on the things you can control when it comes to investing. Asset allocation, low fees, and managing taxes. Tax-loss harvesting when an investment is down can help you grow your net worth more effectively over market cycles. But it works best when you use many securities so that when some things are zigging, others are zagging. Direct indexing is the culmination of low fees AND tax-loss harvesting at the individual stock level.
Episode References
SEI Direct Indexing
Kitces: Direct Indexing
Indices 2020
Betterment: Tax-Loss Harvesting
Wealthfront: Tax-Loss Harvesting
Tax Efficiency of ETFs vs Mutual Funds
Podcast Description
Welcome to The Mind Money Spectrum Podcast where your hosts Aaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life. Aaron is a Financial Planner from the Bay Area, and Trishul is a Wealth Manager on the East Coast. For more information about Aaron, check out GraystoneAdvisor.com. And for more information on Trishul check out InvestingForever.com. We thank you all for listening, and stay tuned for our latest episode on our website, MindMoneySpectrum.com.

Aaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life. Aaron is a Bay Area Financial Planner with GraystoneAdvisor.com, and Trishul is an East Coast Wealth Manager (InvestingForever.com). MindMoneySpectrum.com and YouTube.

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135 에피소드

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