Capital gains taxes can take a significant bite out of your investments—but direct indexing offers a smart way to minimize the impact. By owning individual stocks in an index rather than a traditional fund, this strategy gives you the flexibility to harvest losses strategically, offset gains, and potentially lower your tax bill.
This approach is ideal for high-income earners, business owners, and anyone with appreciated assets who wants to keep more of what they earn.
Want to learn how direct indexing could work for you? Reach out to us today.