The introduction of mutual funds was a game-changer for the average American, allowing them to gain access to financial markets once only the wealthy had access to. Then ETFs came along and helped with diversification and potential tax efficiencies with intraday trading.  What’s next?

Rich Compson, Head of Wealth Management at Fidelity Investments joins us on the Journey To Launch podcast to discuss how “direct indexing” is the next evolution of market access for Americans. We also talk about general investing topics and why investing is important to building wealth. 

In this episode, you’ll learn more about:

• Definitions and basic concepts of investing 
• The order of operations for successful (and financially responsible) investing
• Why technology and social media has made investing more affordable + accessible
• What Direct indexing is, the benefits of tax loss harvesting, how you can start direct indexing today + more

For more check out Direct Indexing Overview by Fidelity here.

Other Links Mentioned in episode:

• For more check out Direct Indexing Overview by Fidelity here. 
• Check out my new personal website here.
• Join The Weekly Newsletter List
• Leave me a voicemail– Leave me a question on the Journey To Launch voicemail and have it answered on the podcast!
• YNAB –  Start managing your money and budgeting so that you can reach your financial dreams. Sign up for a free 34 days trial of YNAB, my go-to budgeting app by using my referral link.
• What stage of the financial journey are you on? Are you working on financial stability or work flexibility? Find out with this free assessment and get a curated list of the 10 next best episodes for you to listen to depending on your stage. Check it out here!

Connect with me:

• Instagram: @Journeytolaunch
• Twitter: @JourneyToLaunch
• Facebook: @Journey To Launch
• Join the Private Facebook Group
• Join the Waitlist for My FI Course
• Get The Free Jumpstart Guide