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Frec
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Frec
@frecfinance
A smart investment strategy is built with taxes in mind.
San Francisco, CA
frec.com
Joined January 2022
39
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1,032
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  • user avatar
    Frec
    @frecfinance
    Feb 9, 2024
    If you've ever wondered what a Direct Indexing account looks like, you can see the real-time progress of a S&P 500 portfolio funded in December. Owning the underlying stock instead of a piece of an ETF gets you index-like performance while harvesting tax losses that you can use
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    21K021K
  • user avatar
    Frec
    @frecfinance
    Jan 19, 2024
    "Direct indexing is still relatively unknown but I think itโ€™s going to be mainstream over the next couple of years." Same, same @AdmaniExplains
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    tiktok.com
    Visit TikTok to discover videos!
    Watch, follow, and discover more trending content.
    23K023K
  • user avatar
    Frec
    @frecfinance
    Jan 12, 2024
    Welcome to the club! Time to reap the benefits of tax savings while tracking S&P 500 performance.
    This post is unavailable.
    9490949
  • user avatar
    Frec
    @frecfinance
    Feb 21, 2024
    Direct indexing is the future of passive investing. Our friends at @exec_sum dug deep into the how and the why.
    user avatar
    Exec Sum
    @exec_sum
    Feb 21, 2024
    This past weekend, we published a piece on the benefits of direct indexing with @frecfinance, a passive investing strategy that lets investors track market performance while generating significant tax savings Check it out here: execsum.co/p/sunday-deep-โ€ฆ
    28K028K
  • user avatar
    Frec
    @frecfinance
    Jan 25, 2024
    The beginning of the calendar year is the ideal time to start harvesting those capital losses to lower your 2024 tax bill -- but make it 2x more efficient than the ETF-to-ETF harvesting similar to what you find at your average robo-advisor. Plus, if you don't use those losses
    user avatar
    Mo Al Adham
    @maladham
    Jan 25, 2024
    Today Tesla is -10% and VTI / SPY are +0.4%. If you are tax loss harvesting at the ETF level, youโ€™re missing out on capturing capital losses at the individual stock level Direct indexing captures 2x the losses of ETF/ETF harvesting for exactly this reason
    1.5K01.5K
  • user avatar
    Frec
    @frecfinance
    Jan 31, 2024
    New referral program is now live. Give $250 ๐ŸŽ Get $250 ๐Ÿค frec.com
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    4080408
  • user avatar
    Frec
    @frecfinance
    Jan 5, 2024
    Check out @APompliano's insightful piece on Frec and "Powerful Technology Is Moving Into The Hands Of Retail Investors And It Will Revolutionize Markets." We're excited to bring this vision to life. "The innovation that has occurred over the last few years is changing that.
    7690769
  • user avatar
    Frec
    @frecfinance
    Mar 6, 2024
    See for yourself how direct indexing works at a webinar we're hosting next week. Here's your invitation to find out how you can get market returns while generating significant tax savings from CEO @maladham and founding engineer @jamneuf. Register here ๐Ÿ‘‡
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    Save on taxes with Direct Indexing ยท Zoom ยท Luma
    From luma.com
    21K021K
  • user avatar
    Frec
    @frecfinance
    Jan 16, 2024
    If you start direct indexing today, you'll have 12 months of tax losses harvested to lower your 2024 tax bill. Make it even sweeter with a limited time extra ๐Ÿ’ต bonus frec.com/app/signup
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    4450445
  • user avatar
    Frec
    @frecfinance
    Jan 3, 2024
    Incoming, right away. Anyone else who wants a personalized demo from @maladham, shoot us a DM.
    user avatar
    ali
    @alitaylor
    Jan 3, 2024
    Replying to @alitaylor @frecfinance and @maladham
    whoa frec seems awesome. would love a demo!
    5270527
  • user avatar
    Frec
    @frecfinance
    Feb 2, 2024
    Fun was had at Frec HQ last night. 1) a gathering of friends, investors, and clients, 2) semi-Tulum inspired libations and decor, 3) Frec founder & CEO @maladham and @mercury co-founder Jason discussing all things scaling companies.
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    4520452
  • user avatar
    Frec
    @frecfinance
    Oct 26, 2023
    In the #moneytree we trust! Invest with Frec to get your own just like @christinagee12.
    user avatar
    Christina Gee
    @christinagee12
    Oct 26, 2023
    Genius marketing from @frecfinance. If anyone wants an invite to get auto direct indexing hmu ๐Ÿค‘๐Ÿ’ฐ
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    4.3K04.3K
  • user avatar
    Frec
    @frecfinance
    Jan 4, 2024
    Did you know that you can pay off your credit card directly with Frec? ๐Ÿ‘‰ Grow your cash in our treasury funds, or ๐Ÿ‘‰ Get a line of credit against your stock portfolio ๐Ÿ‘‰ Connect your credit card, and bingo -> ๐Ÿ’ธ
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    3910391
  • user avatar
    Frec
    @frecfinance
    Jan 12, 2024
    Replying to @alitaylor
    Welcome!
    3350335
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