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Mo Al Adham
Manage episode 423540578 series 3551543
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On this week's podcast we get a full primer on the concept of "direct indexing". Regular listeners will recall Howard Lindzon mentioning this tax saving idea last month. We needed to know more!
On Howard’s advice Enrique got in contact with Mo Al Adham. His company Frec deals exclusively in direct indexing, an investment strategy that tracks the performance of indices like the S&P 500 while harvesting losses that can offset capital gains taxes. He explains how it works, who it works for, who's doing it, and for how much!
The HX Podcast with Enrique Abeyta brings you up-to-date financial market commentary along with evergreen insights into investing, trading and building your financial future. Enrique has 30+ years experience as a professional investor having managed billions of dollar in his firms. He brings on other world class investors and special guests to discuss investing and trading in a humorous and approachable manner.
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