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2min chapter
At the Money: Aligning Investments With Personal Values
Masters in Business
Customizing Portfolios and Reflecting Personal Values through Direct Indexing
This chapter explores the concept of direct indexing and its benefits, such as portfolio customization and reflecting personal values. It discusses tax benefits, avoiding specific stocks, and provides an example of an investor with specific preferences.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode