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Episode 057: Dr. Derek Horstmeyer on multiple investment topics, host Rick Ferri

Bogleheads On Investing Podcast

CHAPTER

The Benefits of Direct Indexing

Tax loss harvesting is most beneficial when you're going to incur a very large taxable event. It has called direct indexing, where instead of just buying the S&P 500 or the total stock market index fund, you go out and you hire a company. On the downside, you have to pay fees on that pretty much for the rest of your life because what are you going to do with 1000 stocks?

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