The $1,000 Revolution: Sam Nofzinger on Direct Indexing, Taxes, and the Future of Investing

Lead-Lag Live

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13d ago 17:09

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In this episode of Lead-Lag Live, I sit down with Sam Nofsinger, General Manager of Brokerage at Public, to discuss how the company’s new direct indexing feature is bringing institutional investing tools to everyday investors.

For the first time, investors can build their own index, own every underlying stock, and optimize for taxes with just $1,000 minimum. Sam explains how fractional shares, automation, and tax-loss harvesting are transforming what used to be a high-net-worth strategy into something anyone can use.

In this episode:
– What direct indexing is and how it differs from ETFs and mutual funds
– Why customization and tax-loss harvesting matter for long-term returns
– How Public’s technology makes personalized portfolios accessible to everyone
– How fractional shares broke down the biggest barriers to entry
– Why the future of investing is personal, automated, and tax-efficient

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Chapters

1. The $1,000 Revolution: Sam Nofzinger on Direct Indexing, Taxes, and the Future of Investing (00:00:00)

2. ETFs vs Direct Indexing (00:01:11)

3. Introducing Public’s Custom Indexing (00:01:53)

4. Why Launch Direct Indexing Now (00:02:39)

5. How Direct Indexing Works (00:04:04)

6. Personalization And Tax Benefits (00:05:50)

7. Advisor Use Cases And Costs (00:07:29)

8. Tax Loss Harvesting Mechanics (00:09:11)

9. Lowering Minimums With Technology (00:10:52)

10. How Investors Customize Portfolios (00:13:59)

11. Where To Learn More And Closing (00:15:58)

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