Direct Indexing vs. ETFs vs. Mutual Funds

In this episode, David and Brandon walk through one of the most common questions we hear: What's the difference between mutual funds, ETFs, and direct indexing and why does it matter? They walk through how investing has evolved and why direct indexing has become one of the fastest-growing investment approaches, especially for investors focused on tax efficiency and flexibility: How direct indexing differs from traditional mutual funds and ETFs  Why owning individual stocks can create meaningful tax advantages How tax-loss harvesting can help reduce capital gains over time When direct indexing makes the most sense (and when it doesn't) Why customization and control matter for long-term investors