- How do indexes get built - Indexes are NOT predictive - Indexes are often arbitrary
- Investors cannot directly invest in an index - The grand old Dow - Widely inclusive or highly representative - Tracking a narrow slice or a mixed bag - The use and abuse of indexing - Index investing: room for improvement
The material is provided for informational purposes only. Nothing contained within should be construed as a recommendation to buy or sell any securities.
There is no assurance that the strategies discussed will yield positive outcomes. As with all investments, past performance is no guarantee of future results. All investments are subject to risk, including the risk of principal loss. While there is no assurance that a diversified portfolio will produce better returns than an undiversified portfolio, and it does not assure against market loss, a diversified portfolio can reduce a portfolio's volatility and potential loss. Investors cannot invest directly in market indexes.
We’ll review the ins and outs of indexes and the funds that track them as well as areas of indexing where there may be room for improvement.
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Bob Eddy, MBA, CFP®, ChFC®, CLU®
Andrew Eddy, AIF®, ChFC®, CLU®,CFP®
Eddy Financial is a Los Angeles based wealth management advisory firm established by Bob Eddy, MBA, CFP®, ChFC®, CLU®, a veteran financial services professional with over 40 years of experience.