Direct Indexing as an Investment Strategy

Dentists, Puns, and Money

15-03-2023 • 15 mins

In this episode Dentists, Puns, & Money, we discuss Direct Indexing as an investment strategy.

Many dentists are familiar with the strategy of buying index funds, or indirectly investing in an index. But directly investing in an index is a little different.

We’ll cover three things in this episode:

  • What’s are the differences between indirectly investing in an index vs. directly investing in an index, fundamentally?

  • What are the benefits of directly investing in an index vs. indirectly investing in an index by buying an index fund?

  • Why is direct indexing becoming available to more people and becoming more popular than it ever has been in the past?

As a reminder, you can get all the information discussed in today’s conversation by visiting our website and clicking on the Podcast tab.


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