Flight #101: The Power of Direct Indexing and Tax Management with Shawn Jaberzadeh

Is direct indexing the right investment strategy for you? In this episode, Shawn Jaberzadeh, Co-Head of Enterprise Group at Dimensional Fund Advisors, breaks down how direct indexing works and when it might be a better fit than off-the-shelf investment options. We explore the key differences between standard and aggressive tax management, the role of separately managed accounts (SMAs), and how tax loss harvesting can impact your portfolio.

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You can find show notes, resources and more at: https://tinyurl.com/y62e97hb