Direct Indexing: The Next Big Thing in Investing? with Sirion Skulpone (Ep. 43)
With tax season being over, you know how much your investments cost in terms of tax losses.
Thankfully, there are ways to mitigate those losses next year.
In this episode, Brent Mekosh speaks with Sirion Skulpone, the managing director at Goldman Sachs Asset Management. Sirion explains everything you need to know about direct indexing, tax management, investment planning, and capital gains.
Listen in as Sirion shares the strategies you need to leverage acceptable losses and focus on future gains while shedding light on the role of technology and data when it comes to supporting different investment alternatives.
Sirion discusses:
- The truth about tax management
- How investors can benefit from market volatility
- Ways business owners can decrease the taxation on the future sale of their business through existing losses
- Ways to incorporate existing stocks within your investment plan without a high taxation
- And more!
Connect with Sirion Skulpone:
Connect with Brent Mekosh:
About Our Guest:
Sirion Skulpone serves as the managing director at Goldman Sachs Asset Management. She’s also the head of client portfolio management, custom equity, and direct indexing.
Sirion is highly focused on client engagement and education, portfolio customization, business strategy, and product development.
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