Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals

An Introduction to Index Investing


Listen Later

Discover more about the world of index investing in our video podcast. We dive into the history of index funds, starting with the creation of the S&P 500 and the revolutionary move by Vanguard in 1976. Learn the differences between major indexes like the Dow Jones and Russell 2000, and explore the rise of Exchange Traded Funds (ETFs), which offer tax efficiency, intraday trading, and accessibility for smaller investors.

We also break down key index construction methods, such as market-cap-weighted vs. equal-weighted indexes, and discuss how different approaches impact portfolio performance. Additionally, gain insights into factor indexing strategies and how modern investing has evolved beyond passive approaches, utilizing factors like size, momentum, and quality to enhance returns.

This video is for anyone wanting to understand:

  • The history and benefits of index investing
  • How ETFs differ from mutual funds
  • Why factor-based strategies are gaining popularity.
  • The key differences in index construction across major funds
  • Whether you’re a seasoned investor or just starting out, this comprehensive overview will help you navigate the ever-expanding world of index investing. Don’t miss out—subscribe for more insights on personal finance and investment strategies! #IndexInvesting #ETF #S&P500 #MutualFunds #FactorInvesting #Vanguard #Russell2000 #InvestingBasics #FinancialEducation

    ...more
    View all episodesView all episodes
    Download on the App Store

    Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsBy Walkner Condon Financial Advisors

    • 4.8
    • 4.8
    • 4.8
    • 4.8
    • 4.8

    4.8

    20 ratings


    More shows like Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals

    View all
    This American Life by This American Life

    This American Life

    91,149 Listeners

    The Joe Rogan Experience by Joe Rogan

    The Joe Rogan Experience

    228,293 Listeners

    Planet Money by NPR

    Planet Money

    30,636 Listeners

    The Daily by The New York Times

    The Daily

    112,342 Listeners

    Up First from NPR by NPR

    Up First from NPR

    56,406 Listeners

    BiggerPockets Money Podcast by BiggerPockets

    BiggerPockets Money Podcast

    3,088 Listeners

    Investment Fund Secrets by Bridger Pennington

    Investment Fund Secrets

    252 Listeners

    The Personal Finance Podcast by Andrew Giancola

    The Personal Finance Podcast

    1,408 Listeners

    New Planner Podcast by Caleb Brown

    New Planner Podcast

    30 Listeners

    Series 65 Exam Podcast by Franz Amussen

    Series 65 Exam Podcast

    21 Listeners