Stephen Sykes

Stephen Sykes, COO of Public and former SoFi investment products lead, dives into the world of direct indexing and its potential for everyday investors. He breaks down how direct indexing differs from ETFs, emphasizing tax-loss harvesting benefits and lowering investment minimums to $1,000. Stephen also highlights how this innovation democratizes access to sophisticated strategies previously reserved for the affluent. He shares insights on user experience, fees, and the importance of tax optimization, making investing more personalized and manageable.