Name: How to save on money on taxes with Direct Indexing
Start: 2025-08-15T10:00:00.000-07:00
End: 2025-08-15T10:50:00.000-07:00
Location: Online Event

Personal

Amberly Jones

Learn how tax loss harvesting with direct indexing can save physicians and other high earning professionals 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 as he explains why direct indexing is the evolution of index investing.

How to save on money on taxes with Direct Indexing

Audley Mackel III

Farhana Sharmeen, MD

Rikki Racela

Deeya Patel

jorge sanchez

Ankur Nagpal

Adam M Griffith

Rosh

Physician on Fire

Angela M. Jones

new-spirit

Belawal Bhatti

Jorge PoF

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