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2min chapter
At the Money: Aligning Investments With Personal Values
Masters in Business
Customizing Portfolios to Align with Personal Values
This chapter explores direct indexing as a personalized investment approach that offers both customization and tax advantages. It compares this method to traditional funds, emphasizing its ability to align portfolios with individual values and ethical considerations.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode