Episode #77: Is Direct Indexing for Me?

A listener asked – is Direct Indexing a good idea?  This is a topic that many people have been getting pitched by many Wall Street Firms.  Is this a good strategy? In this episode, Russ covers: What is direct Indexing; the Pros and Cons of Direct Indexing, where Direct Indexing fits in the portfolio. Plus he shares his views on the regional banking crisis over the weekend. Don't forget to subscribe to the show!