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IFP Insights


Interview with Wealthtender Founder and CEO Brian Thorp Thumbnail

Interview with Wealthtender Founder and CEO Brian Thorp

Personal Indexing is a form of indexing that allows us to “unwrap” the fund structure of an ETF and invest directly in the underlying stocks. This “unwrapping” allows for a broad range of customization choices to be implemented for clients while retaining fidelity to the spirit of indexing.

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High Income? Time for a Team Thumbnail

High Income? Time for a Team

Having a tax-centered understanding of your financial life is a critical component of compounding wealth. Here are a few tips for high-earners.

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