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Beyond the S&P 500: Why Index Funds Aren’t Always the Answer [Ep. 17]
About This Episode
Many investors default to a single broad index fund, often the S&P 500, because it’s simple and low-cost. In this episode, Glen and Robert discuss how that approach can work for certain types of investors and when it may not align with specific objectives or risk profiles.
They also dive into ETFs vs. mutual funds, explore diversification across asset classes and regions, explain bond mechanics and duration, and walk through tax-loss harvesting and mutual fund capital-gain distributions in practical, plain language.
Keep Learning & Stay Connected
Disclosure:
GDS Wealth Management (“GDS”) is an investment adviser registered with the SEC. Registration does not imply a certain level of skill or training. This content is for informational purposes only and not intended as tax, legal, or investment advice. Information is believed to be reliable but may change without notice. Investing involves risk, including the possible loss of principal. Past performance or government adjustments are not indicative of future results. Indexes are unmanaged and cannot be invested in directly. For more information about our services, fees, and disclosures, please visit www.gdswealth.com.
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By GDS UnpluggedAbout This Episode
Many investors default to a single broad index fund, often the S&P 500, because it’s simple and low-cost. In this episode, Glen and Robert discuss how that approach can work for certain types of investors and when it may not align with specific objectives or risk profiles.
They also dive into ETFs vs. mutual funds, explore diversification across asset classes and regions, explain bond mechanics and duration, and walk through tax-loss harvesting and mutual fund capital-gain distributions in practical, plain language.
Keep Learning & Stay Connected
Disclosure:
GDS Wealth Management (“GDS”) is an investment adviser registered with the SEC. Registration does not imply a certain level of skill or training. This content is for informational purposes only and not intended as tax, legal, or investment advice. Information is believed to be reliable but may change without notice. Investing involves risk, including the possible loss of principal. Past performance or government adjustments are not indicative of future results. Indexes are unmanaged and cannot be invested in directly. For more information about our services, fees, and disclosures, please visit www.gdswealth.com.