The Guided Retirement Show

039: The History of Index Investing and the U.S. Stock Markets with Bud Kasper


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What exactly is index investing? Why do specific companies make up the Dow Jones Industrial Average, the S&P 500, and the NASDAQ? Should we be investing in index funds, or is there a better way? 

Here to help me answer all of these questions is the co-host of America’s Wealth Management Show, Bud Kasper. He has 38 years of experience in financial services, and we’ve done hundreds of radio shows and videos together.

deep dive into index investing, peel back the layers, and simplify the complex as you build your portfolio at any age.

In this podcast interview, you’ll learn:

  • Why you shouldn’t look at the Dow or any other single index to understand how the markets did on any given day.
  • Which companies make up some of the most common indices and why they don’t change very often. 
  • Why building a portfolio of individual stocks included in an index fund defeats the purpose of the index. 
  • How index funds can be used in passive investing. 
  • How overreliance on indices creates risk when compared to a more diversified, predictable, and consistent portfolio.

Get Today's Show Notes

To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/39

Learn More about Retirement Planning

Find out more about retirement planning and Barber Financial Group, by visiting BarberFinancialGroup.com

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The Guided Retirement ShowBy Dean Barber

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