wealth management

Episode 249: Is Direct Indexing Really All It’s Cracked Up To Be?

 Curious about how to make the most of your investments? In this episode, I’m excited to share a recent chat I had with Dr. Jimmy Turner on the Money Meets Medicine podcast. We dive into the world of direct indexing, a powerful portfolio management tool that’s... read more

Episode 205: A Couple Quick Announcements For The APM Community

 Today, I have a couple of important announcements to make before we resume our regular programming next week. Firstly, I’m excited to inform you that I will be attending the ASPN Conference in Miami this upcoming weekend, from July 13th to 16th. For the APM... read more