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INDEX INVESTING News & Analysis

Index funds have officially won
Funds
Index funds have officially won
Now what?
John Rekenthaler, CFA | 13 February 2024
What is direct indexing?
Personal Finance
What is direct indexing?
We take a look at the pros and cons of this investing strategy.
Karen Wallace | 08 June 2023
Even Warren Buffett thinks picking stocks is hard
Personal Finance
Even Warren Buffett thinks picking stocks is hard
Great investing opportunities are rare, which is why indexing makes sense for most investors.
Danny Noonan | 27 April 2023
Is the S&P 500 the best way to get US exposure?
Video
Is the S&P 500 the best way to get US exposure?
The index is broad, and diversified, but it has its quirks, including not allowing Tesla in till 2020.
Ruth Saldanha | 08 February 2023
The four horsemen of investing
Markets
The four horsemen of investing
Corral these risks to improve the odds of investor success.
Don Phillips | 12 May 2022
Direct indexing is all the rage, but is it worthwhile?
ETFs
Direct indexing is all the rage, but is it worthwhile?
Today’s trend is direct indexing and seemingly every major company is on board.
John Rekenthaler | 14 April 2022
'Uninvestable': Global index giants ditch Russian equities
ETFs
'Uninvestable': Global index giants ditch Russian equities
MSCI and FTSE join asset managers in writing off Russia.
Ben Johnson, CFA | 08 March 2022
The world is waking up to 'autocracy risk'
ETFs
The world is waking up to 'autocracy risk'
An interview with Perth Tolle, founder, Life & Liberty Indexes.
Leslie Norton | 03 March 2022
Why indexing small-growth stocks hasn't worked
Funds
Why indexing small-growth stocks hasn't worked
Bad luck is only half the reason
John Rekenthaler | 03 February 2022
Market fall reveals your risk tolerance and loss aversion
Personal Finance
Market fall reveals your risk tolerance and loss aversion
You need to find the balance between risk tolerance and a good night's sleep.
Graham Hand | 03 February 2022