InvestTalk

Direct Indexing vs. ETFs: Which Investment Strategy Wins the Game?


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One methodology offers personalized stock ownership and tax efficiency while the other provides simplicity and cost-effective diversification. 

Today's Stocks & Topics: KMI - Kinder Morgan Inc., Market Wrap, Money Market Funds, QCOM - Qualcomm Inc., Index Funds, WMT - Walmart Inc., NBIS - Nebius Group N.V. Cl A, CHPT - Charge Point Holdings Inc., BWA - BorgWarner Inc., Small Caps, PCRSX - Principal Large Cap Growth Fund, Trump’s Tariffs.



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InvestTalkBy Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

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