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Direct Indexing

Householding unlocks valuable tax and risk perks

Is householding the "holy grail" of wealth management?

Brent Sullivan·
Cartoon showing householding consolidating client accounts to unlock tax, risk, and rebalancing advantages
Some describe householding as the “holy grail” of wealth management.

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As Mentioned in WSJ, Bloomberg, Barron’s, and Journal of Wealth Management