Episode 318: Investing for Wealth Accumulation & Exploring Direct Indexing with Rich Compson of Fidelity Investments

<p><span style="font-weight: 400;">The introduction of mutual funds was a game-changer for the average American, allowing them to gain access to financial markets once only the wealthy had access to. Then ETFs came along and helped with diversification and potential tax efficiencies with intraday trading.  What’s next?</span></p> <p><span style="font-weight: 400;">Rich Compson, Head of Wealth Management at Fidelity Investments joins us on the Journey To Launch podcast to discuss how “direct indexing” is the next evolution of market access for Americans. We also talk about general investing topics and why investing is important to building wealth. </span></p> <p><span style="font-weight: 400;">In this episode, you’ll learn more about:</span></p> <ul> <li style="font-weight: 400;" aria-level="1"><span style= "font-weight: 400;">Definitions and basic concepts of investing </span></li> <li style="font-weight: 400;" aria-level="1"><span style= "font-weight: 400;">The order of operations for successful (and financially responsible) investing</span></li> <li style="font-weight: 400;" aria-level="1"><span style= "font-weight: 400;">Why technology and social media has made investing more affordable + accessible</span></li> <li style="font-weight: 400;" aria-level="1"><span style= "font-weight: 400;">What Direct indexing is, the benefits of tax loss harvesting, how you can start direct indexing today + more</span></li> </ul> <p><span style="font-weight: 400;">For more check out Direct Indexing Overview by Fidelity <a href= "https://www.fidelity.com/direct-indexing/overview" target="_blank" rel="noopener">here</a>.</span></p> <div class="c-message_kit__gutter"> <div class="c-message_kit__gutter__right" data-qa= "message_content"> <div class= "c-message_kit__blocks c-message_kit__blocks--rich_text"> <div class= "c-message__message_blocks c-message__message_blocks--rich_text"> <div class="p-block_kit_renderer" data-qa="block-kit-renderer"> <div class= "p-block_kit_renderer__block_wrapper p-block_kit_renderer__block_wrapper--f