Rory and Rob speak with Jonathan Hudacko, Principal Head of Personalized Indexing for Vanguard. In this episode, Jonathan talks about his journey in Silicon Valley, working for Apple, and how he built a Personalized Indexing technology that was eventually bought by Vanguard. Discover how you can help your clients gain tax alpha through tax loss harvesting that can be done on a daily basis. Learn how to utilize personalized indexing to build a portfolio of companies that reflect your values. Do you want to know how Personalized Indexing allows you to buy and sell stocks without violating the "Wash Sale Rule?" Find out the answer to this and more in this Vanguard Episode with Jonathan Hudacko.
AFO|Wealth Management Forward