Direct Indexing and the Diet of Distraction: A Financial Planner’s Case for Simplicity

By
Peter Tiboris, CFP®; Chris Bremer; and Fred Ulbrick

Journal of Financial Planning: June 2025

 

By Peter Tiboris, CFP®, CEO and Partner, Park Avenue Capital; Chris Bremer, Chief Investment Officer, Park Avenue Capital; and Fred Ulbrick, Lead Research Analyst, Park Avenue Capital.

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Journal: June 2025

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