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Explore Indexing

Ownership, Earnings, and Cost Control Proves Beneficial

Market-cap mutual funds and ETFs are very common, but many investors do not realize the disadvantages of market-cap weighted index funds. Because the stocks they hold are weighted based on size, there is no consideration given to the actual health and quality of the firms. Companies are removed when they fall below the market-cap requirements, […]

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Featured Index Advisor
Linden Thomas & Company

One of America’s Top Wealth Managers builds a better Index

At Linden Thomas, we believe most indexes focus on the wrong things like weighting the index based on the size of a company (market cap).

We agree with many long-term academic studies that continue to validate the importance of how quality earnings are directly connected to real equity performance…

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Explore Indexing

Everything You Need to Know About an Index Company

Let’s start with the question: what exactly is an index? These market benchmarks include a variety of stocks to measure some specific capacity of the larger market. The market measuring tools are useful to investors depending on their trading strategy and long term trading goals. The S&P 500 and the Dow Jones Industrial Average are some […]

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What You Don't Know

What Every Investor Needs to Understand About Inflow and Outflow

Inflows and outflows to US equity markets are an important and misunderstood factor driving portfolio returns. Investors often attribute the performance of any given stock to the underlying company’s operating results and the market’s assessment of their business prospects. These are certainly central, driving factors, but the vast majority of equities are correlated to their […]

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Top 10 Most Asked Questions

Everything You Need to Know About Index Funds Before You Invest

If you have considered investing in equities or bonds, it’s likely that you’ve heard about index funds. What readers may not know is exactly what an index fund is, or how to go about investing in or purchasing one Before an investor can appreciate – and thus utilize – the broad exposure to the stock […]

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Finer Points

How to Create a Custom Stock Index

A term you will sometimes hear in money management is construction. Investors can create a custom stock index to suit their personal objectives, taking some of the best aspects of pre-existing indices to make something personally applicable. This article will discuss how to create a custom stock index, better explaining the factors that go into […]

Advisors
Clayton W.

Clayton W.

Clayton B. Wood joined Linden Thomas & Company as a Financial Advisor. He attended Bowling Green State University, where he earned a Bachelor of Science in Business Administration with a…
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Steve T.
How To Maximize Your Index Returns?
Linden Thomas & Company

Independent financial advisors building personalized fixed income portfolios for high net worth investors.

$1.2 Billion

1.2 Billion U.S. dollars

under management

32 awards

industry awards

since 2006

636 customers

number of

satisfied customers

32 years

working with individuals,

families and businesses

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Factor Based Indexes

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Ownership, Earnings, and Cost Control Proves Beneficial

Market-cap mutual funds and ETFs are very common, but many investors do not realize the disadvantages of market-cap weighted index funds. Because the stocks they hold are weighted based on size, there is no consideration given to the actual health and quality of the firms. Companies are removed when they fall below the market-cap requirements, […]

3 Index Investing Strategies That Prioritize Quality Results

Index investing strategies have become exceptionally popular in recent decades, but innovators and academics are delving increasingly into strategies designed to improve upon the benefits provided by simple indexes. If you are indexing, you cannot produce alpha, which is fine for many people. However, there is value in outperformance, so passive investment providers have devoted […]

What Every Investor Needs to Understand About Inflow and Outflow

Inflows and outflows to US equity markets are an important and misunderstood factor driving portfolio returns. Investors often attribute the performance of any given stock to the underlying company’s operating results and the market’s assessment of their business prospects. These are certainly central, driving factors, but the vast majority of equities are correlated to their […]

Ownership, Earnings, and Cost Control Proves Beneficial

Market-cap mutual funds and ETFs are very common, but many investors do not realize the disadvantages of market-cap weighted index funds. Because the stocks they hold are weighted based on size, there is no consideration given to the actual health and quality of the firms. Companies are removed when they fall below the market-cap requirements, […]

What Every Investor Needs to Understand About Inflow and Outflow

Inflows and outflows to US equity markets are an important and misunderstood factor driving portfolio returns. Investors often attribute the performance of any given stock to the underlying company’s operating results and the market’s assessment of their business prospects. These are certainly central, driving factors, but the vast majority of equities are correlated to their […]

3 Index Investing Strategies That Prioritize Quality Results

Index investing strategies have become exceptionally popular in recent decades, but innovators and academics are delving increasingly into strategies designed to improve upon the benefits provided by simple indexes. If you are indexing, you cannot produce alpha, which is fine for many people. However, there is value in outperformance, so passive investment providers have devoted […]

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