Indexing can be complicated, but using direct and passive indexing strategies can help you achieve your financial goals.

In this episode, Kirk Loury, Portfolio Strategist at MCM and managing member of Advisable Wealth Engines, talks about direct indexing. He goes over the concept of indexing, the advantages of index investing, and the role of technology in managing portfolios. Kirk explains how passive investing eliminates human error and emotions, offering diversification and eliminating underperformance risk, and explores how index investing can align your investments with your wealth plan.

Kirk discusses: 

• What is indexing and how important it is for portfolios
  
• The characteristics of an investment in an index
  
• The biggest advantage and disadvantages of index investing
  
• Why fees are so important when thinking about index investing
  
• What direct indexing is
  
• How an investment theme is defined and how it relates to an investor’s wealth plan
  
• How direct indexing relates to active portfolio management
  
• And more
  

Resources:

• Active Vs. Passive Investing with Michael Green, CFA (Ep. 3)
  
• The Importance of Investment Volatility with Kirk Loury (Ep. 4)
  

Connect with Geoff Hakim: 

• MCM Wealth
  
• Office: 844-626-4949
  
• LinkedIn: Geoff Hakim
  
• geoff@mcmwealth.com
  
• Direct Line: 415-299-6574
  

Connect with Kirk Loury:

• MCM Wealth
  
• Advisable Wealth Engines
  
• LinkedIn: Kirk Loury
  
• kirk@mcmwealth.com
  
• Direct Line: 609-759-0404 
  

About our Guest: 

Kirk Loury provides integration between MCM’s marketing, investment strategies, and implementation. He is also co-founder and managing member of Advisable Wealth Engines. Mr. Loury has over thirty years experience in a variety of executive roles covering investing, marketing, and wealth-technology deployment. He has a particular expertise in applying well-conceived insurance products as investments within a wealth plan to minimize portfolio volatility, deliver high tax efficiency, and meet multi-generational income goals. While having experience with institutional investors, Mr. Loury’s primary focus is with private wealth investors including family offices. Kirk Loury received a bachelor’s degree in marketing from the University of Colorado, Boulder, and an MBA from the Harvard Business School.