Skip to main content
S&P Dow Jones Indices

Sign in to your account

Don't have an account? Register here
Sign in

Financial Planning Using Indices: From Taxes to Factors

|
How are advisors putting SPIVA data and factors to work as they build long-term plans to help clients achieve objectives? Delta Wealth Advisors’ Dino Efthimiou and Niko Finnigan join S&P DJI’s Brent Kopp for a practical look at the importance of tax management and the role of indexing in building a comprehensive plan for clients.