Direct Indexing as a Viable Investment Planning Tool for Americans Abroad

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Some of the relevant issues that were addressed include:​

• Understanding Direct Indexing
• Advantages of Direct Indexing
• How Direct Indexing Can Help You
• Why Direct Indexing Matters for Americans Abroad
• Tailoring to Personal Values
• Risks and Considerations
• Implementing Direct Indexing
• And much more!

We hope you enjoy!