US EditionThe Tech Exec’s Guide to Understanding Direct Index Strategies
Summary by Financial Advisors | Halbert Hargrove
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The Tech Exec’s Guide to Understanding Direct Index Strategies
Are you a tech professional interested in learning more about direct indexing? Navigating the financial landscape can be daunting, especially when managing concentrated stock positions. As a tech professional, you likely accumulate wealth through stock options and equity grants, which presents unique financial challenges and opportunities in risk mitigation and tax optimization. You may find yourself with concentrated stock positions, often star…
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