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Tag: Wealthy

Direct Indexing: Growing Investment Strategy Among The Wealthy

September 4, 2024 No Comments Personal finance , , , , , ,

One of the investing strategies growing in popularity with the wealthy is Direct Indexing. Before my consulting stint at a fintech startup in 2024, I had never really heard of Direct Indexing. If I did, I likely assumed it simply meant directly investing in index funds, which many of us already do. However, Direct Indexing [...]read moreDirect Indexing: Growing Investment Strategy Among The Wealthy

Dave Ramsey Is Wrong—Doing This Won’t Make You Wealthy, But There Is Another Way

February 29, 2024 No Comments Real estate , , , ,

In this article If you’ve ever dipped your toes into the world of personal finance, chances are you’ve heard of Dave Ramsey. He’s a household name in the realm of financial advice, known for his no-nonsense approach to getting out of debt and building wealth. One of the cornerstones of Ramsey’s philosophy is cutting expenses [...]read moreDave Ramsey Is Wrong—Doing This Won’t Make You Wealthy, But There Is Another Way