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Vanguard Personalized Indexing, ESG, and Tax Loss Harvesting

AFO|Wealth Management Forward2022-09-15T14:15:52+00:00

WE CONDUCT WEBINARS AND PANELS WITH LEADERS IN ACCOUNTING AND FINTECH!

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Connect with Rob Santos
Connect with Rory Henry
Connect with Jonathan Hudacko

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Arrowroot Family Office

Vanguard Personalized Indexing, ESG, and Tax Loss Harvesting

Rory and Rob speak with Jonathan Hudacko, Principal Head of Personalized Indexing for Vanguard. In this episode, Jonathan talks about his journey in Silicon Valley, working for Apple, and how he built a Personalized Indexing technology that was eventually bought by Vanguard. Discover how you can help your clients gain tax alpha through tax loss harvesting that can be done on a daily basis. Learn how to utilize personalized indexing to build a portfolio of companies that reflect your values. Do you want to know how Personalized Indexing allows you to buy and sell stocks without violating the “Wash Sale Rule?” Find out the answer to this and more in this Vanguard Episode with Jonathan Hudacko.

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AFO|Wealth Management Forward


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Copyright © 2021 AFO Wealth Management Forward. All Rights Reserved.
Disclaimer: Results of enrolling in the AFO Wealth Management Forward program vary by participant and are not guaranteed. Arrowroot Family Office is a registered investment advisor and is not endorsing or promoting the sale of any security with this message.
JOIN OUR COMMUNITY
  • Terms & Condition
  • Privacy Policy
  • Web Accessibility
Copyright © 2021 AFO Wealth Management Forward. All Rights Reserved.
Disclaimer: Results of enrolling in the AFO Wealth Management Forward program vary by participant and are not guaranteed. Arrowroot Family Office is a registered investment advisor and is not endorsing or promoting the sale of any security with this message.