Broker Check
01 Nov
Benefits of Direct Indexing

Description

Please join us on Wednesday, November 1st at 6:30pm at Domenico's in Levittown for an interactive discussion on the benefits of Personalized Managed Accounts (PMA) / Direct Indexing.

We will be joined by Jack Van Dyke who is the Investment Consultant for Personalized Solutions with Russell Investments.

If any of the following applies to you, make sure you are there!

  • Selling your business in the next five years
  • Selling a property with a large capital gain
  • Have a non-qualified investment account with a large capital gain

Seating is limited, please RSVP by Friday, October 27th to reserve your seat.

Top 5 benefits of direct indexing:

  1. Customization is one of the most significant benefits of direct indexing. You can select individual stocks based on their preferences and investment goals and choose to include or exclude specific companies, sectors, or industries based on your values or beliefs.
  2. Tax efficiency is another significant benefit of direct indexing. This means you can potentially reduce their tax liabilities by harvesting losses to offset gains or delaying the realization of gains until a more favorable tax year.
  3. Risk management is another significant benefit of direct indexing. By owning individual stocks, you can diversify your portfolio and potentially reduce their exposure to specific risks associated with a particular sector or company.
  4. Direct indexing an excellent option for those prioritizing environmental, social, and governance (ESG) factors in their investment decisions.
  5. Charitable giving through direct indexing is another way to help you gain tax efficiency while supporting causes that align with your beliefs and values.


Jack Van Dyke is neither affiliated nor registered with Cetera Investment Services LLC. Any information provided by Jack Van Dyke is in no way related to Cetera Investment Services LLC nor its registered representatives.

1.) ESG investing involves the exclusion of certain securities for nonfinancial reasons. This may result in the investor forgoing some market opportunities that may have been available to those not subject to such criteria. There is no guarantee that any investment goal will be met. 2.) Neither Cetera Investment Services LLC any of its affiliates offer tax or legal advice. For a comprehensive review of your personal situation, always consult your tax or legal advisor. 3.) A diversified portfolio does not assure a profit or protect against loss in a declining market.

Date and Time

Wed, Nov 01, 2023

6:30p - 8:30p EST

Location

Domenico's

3270-A, Hempstead Tpke
Levittown , NY 11756
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