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Learn how tax loss harvesting with direct indexing can save physicians and other high earning professionals significant taxes and how the strategy compares to ETFs and mutual funds. Understand the impact of fees, index tracking, the technical details, and how much you can expect to harvest in losses.

Join CEO Mo Al Adham as he explains why direct indexing is the evolution of index investing.

Webinar: Save on taxes with Direct Indexing

Helen Lee

Ishan Rakeshkumar Shah

Kolade Olabode

Josh

Satya B Allaparthi

Ahmad

Physician on Fire

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Amberly Jones

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