Private Event
Save on taxes with Direct Indexing
Hosted by Amberly Jones, Mo Al Adham & James Neufeld
Registration
Past Event
About Event
Curious about how direct indexing works? Learn how tax loss harvesting with direct indexing can save you significant taxes and how the strategy compares to ETFs and mutual funds. Understand the impact of fees, index tracking, the technical details, and how much you can expect to harvest in losses.
Join CEO Mo Al Adham and founding engineer James Neufeld as they explain why direct indexing is the evolution of index investing.