MCM Wealth Podcast: Plan, Invest and Progress

Direct Indexing: Unlock Customization and Efficiency in Your Portfolio with Kirk Loury


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Indexing can be complicated, but using direct and passive indexing strategies can help you achieve your financial goals. In this episode, Kirk Loury, Portfolio Strategist at MCM and managing member of Advisable Wealth Engines, talks about direct indexing. He goes over the concept of indexing, the advantages of index investing, and the role of technology …

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MCM Wealth Podcast: Plan, Invest and ProgressBy MCM Wealth