What Is Direct Indexing and How Can It Benefit Credit Union Executives?

Wes Johnson, CERTIFIED FINANCIAL PLANNER™ practitioner and co-founder of ACT Advisors, joins Doug on “C.U. on the Show” to discuss direct indexing, a tax-focused investment strategy. The relatively new investment approach provides several benefits to investors, including tax opportunities, customization, and no-cost trading. Wes and Doug dive into the strategy…