Are Robo Advisors Worth It Even With Tax Loss Harvesting and Direct Indexing?
Money For the Rest of Us
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Navigating Direct Indexing and Robo Advisors
This chapter explores the intricacies and advantages of direct indexing for long-term investors, contrasting it with robo-advisors. It also points out that the benefits of direct indexing may wane as the market grows, while emphasizing the importance of educational resources for enhancing investment strategies.
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Transcript
