Direct Indexing to Achieve Tax Alpha and Efficiency

02/11/20 • 20 min

The vast majority of active portfolio and fund managers have trouble beating the benchmarks that their funds are compared to. Whether the challenge of picking stocks is due to broad market cycles, the growth of ETFs or other factors, stock selection continues to have massive implications for investors’ financial health. In this episode of The Agent of Wealth Podcast, host Marc Bautis discusses how a direct indexing investment strategy can help create a custom portfolio, while optimizing for tax efficiency and other factors.

In this episode, you will learn:

A history of portfolio management from individual stocks, to mutual funds, to ETF’s, to Direct Indexing.
The benefits of implementing a direct indexing strategy.
About tax outperformance, strategy replication, ESG screens, strategy replication and transition management.
How to deal with low-cost basis securities in your portfolio.
And more!

Resources:
Episode Transcript & Blog | Bautis Financial: (862) 205-5000

In this episode, you will learn:

A history of portfolio management from individual stocks, to mutual funds, to ETF’s, to Direct Indexing.
The benefits of implementing a direct indexing strategy.
About tax outperformance, strategy replication, ESG screens, strategy replication and transition management.
How to deal with low-cost basis securities in your portfolio.
And more!

Resources:
Episode Transcript & Blog | Bautis Financial: (862) 205-5000

Previous Episode

How to Make Sure You're Properly Covered Through Insurance With Jason Street

Is your house covered against flood damage? Are you protected if your dog bites someone? If you fall ill, who will pay your mortgage? If you are unsure how to answer any of these questions, listen in. In this episode of The Agent of Wealth podcast, host Marc Bautis is joined by Jason Street, President of Allegiance Insurance Brokers. Together, they discuss how to ensure you have proper insurance coverage for a variety of different cases.

In this episode, you will learn:

Why it is important to know how much coverage you currently have.
How an insurance broker helps you identify the right coverage for you.
What an umbrella policy is, and why it may be the right coverage option.
Why disability insurance is important.
And more!

Resources:
Episode Transcript & Blog | Bautis Financial: (862) 205-5000 | Allegiance Insurance Brokers

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How to Prepare Your Business For Tax Season With Kelli Lewis

Many business owners are challenged with keeping up with their books during the year. After all, most entrepreneurs started their business to drive a passion forward, not become an expert on working with Quickbooks. As tax filing deadlines are getting closer, many small business owners are in a whirlwind trying to prepare and reconcile their books for the year. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Kelli Lewis to discuss how business owners can prepare for tax season.

In this episode, you will learn:

Tips for tracking your income and expenses to prepare for tax season.
Why having professionally prepared financial statements can help you learn valuable insights into your business.
How the Chart of Accounts is used to gauge the overall financial health of your company.
The importance of separating your business and personal finances.
How using a bill pay service can help you free up time to spend growing and managing your business.
And more!

Resources:
Episode Transcript & Blog | KelliWorks | Kelli's Phone Number: (201) 308-3128 | Bautis Financial: (862) 205-5000