Direct Indexing as a Viable Investment Planning Tool for Americans Abroad

John McNertney, CFP® GFP (USA)
September 6, 2023

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!

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