EP032 | What is Direct Indexing?

by | Feb 12, 2024

Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you!

What in the world is Direct Indexing? Mike and Robert break it down, what it is, how it works, and if it makes sense for your portfolio.

Thank you for tuning into Wealth Strategies Unleashed. We can’t wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards your financial goals and don’t hesitate to get in touch with us here if you have any questions: https://concenturewealth.com/contact/

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Legal Stuff

The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has been drawn from sources believed to be reliable. The content is not intended to be legal, tax or financial advice. Please consult a legal, tax or financial professional for information specific to your individual situation. Material provided by Concenture Wealth Management.