The world of investments can seem confusing, but making smart choices will help you build wealth, especially in uncertain times. Host Ilyce Glink, CEO of Best Money Moves, speaks with financial expert Rachel Elson, associate financial planner with Perigon Wealth Management, about how to prepare for retirement in the turbulent times. And Beverly Anderson, president of Equifax Global Consumer Solutions Division, weighs in on how to dispute an item in your credit report.
What to Know Now About Direct Indexing
Recently, there seems to be a lot of buzz around a tool called “direct indexing”. More and more Perigon clients are using it in their portfolios, and I’ve even seen it in consumer-facing marketing from financial companies.