Journey To Launch

Episode 318: Investing for Wealth Accumulation & Exploring Direct Indexing with Rich Compson of Fidelity Investments

Apr 19, 2023

34:28

The introduction of mutual funds was a game-changer for the average American, allowing them to gain access to financial markets once only the wealthy had access to. Then ETFs came along and helped with diversification and potential tax efficiencies with intraday trading. What’s next?

Rich Compson, Head of Wealth Management at Fidelity Investments joins us on the Journey To Launch podcast to discuss how “direct indexing” is the next evolution of market access for Americans. We also talk about general investing topics and why investing is important to building wealth.

In this episode, you’ll learn more about:

Definitions and basic concepts of investing
The order of operations for successful (and financially responsible) investing
Why technology and social media has made investing more affordable + accessible
What Direct indexing is, the benefits of tax loss harvesting, how you can start direct indexing today + more

For more check out Direct Indexing Overview by Fidelity here.

Other Links Mentioned in episode:

For more check out Direct Indexing Overview by Fidelity here.
Check out my new personal website here.
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