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0:42
YouTube
Anomaly CPA
Direct Indexing Explained: A Smarter Alternative to ETFs
There’s a lesser-known investing approach that combines market exposure with active tax management, and it’s called Direct Indexing. In this clip, Jon Sullivan, Vice President, Financial Advisor, and Senior Portfolio Manager at Morgan Stanley, explains how direct indexing differs from ETFs and mutual funds, and why it’s becoming a go-to ...
63 views
1 month ago
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