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Financial Planning Using Indices: From Taxes to Factors

January 26, 2024 | 09m 26s

Learning: Knowledge

How are advisors putting SPIVA data and factors to work as they build long-term plans to help clients achieve objectives? Delta Wealth Advisors’ Dino Efthimiou and Niko Finnigan join S&P DJI’s Brent Kopp for a practical look at the importance of tax management and the role of indexing in building a comprehensive plan for clients.

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Financial Planning Using Indices: From Taxes to Factors

Learning: Knowledge

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