Name: Direct Indexing & Applying it to Lower Income Investors
Uploaded: 2025-11-05T16:14:40.253-06:00
Duration: 4 min 24 s
Description: D.J. Tierney of Schwab Asset Management explains how direct indexing can be a tax-efficient investing approach for anyone with money in the equity markets. The strategy was once only available to ultra high net worth individuals, though D.J. explains how Charles Schwab makes it more accessible to investors with lower minimums.

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D.J. Tierney of Schwab Asset Management explains how direct indexing can be a tax-efficient investing approach for anyone with money in the equity markets. The strategy was once only available to ultra high net worth individuals, though D.J. explains how Charles Schwab makes it more accessible to investors with lower minimums.

Direct Indexing & Applying it to Lower Income Investors

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