Wes Johnson, CERTIFIED FINANCIAL PLANNER™ practitioner and co-founder of ACT Advisors, joins Doug on the show to discuss direct indexing, a  new investment strategy. Wes explains direct indexing, how it works, and the tax advantages it can offer investors through tax loss harvesting.

Doug and Wes also explain how credit union executives can benefit from direct indexing, take unique advantage of tax opportunities in low- and high-income years, and customize their security purchases based on their social preferences or concentrated positions.

Stream the full episode to learn more.