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Don W.

Don W.

Articles

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Investing for The Wealthy

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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Top 10 Most Asked Questions

Mutual Fund Withdrawal: How Quickly Can I Take My Money Out?

Investors frequently overlook mutual fund withdrawal statistics in favor of more attention-grabbing information such as historical performance, expense ratio, portfolio turnover or manager tenure. However, basic logistical characteristics can be the most important aspects of any investment, especially for people dependent on their liquid assets to pay bills or fund lifestyle. The time it takes […]

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Top 10 Most Asked Questions

ETF vs. Mutual Fund: What’s the Real Cost of Ownership?

The ETF vs. mutual fund debate can be another confusing and frustrating chapter of financial planning, representing another fork in the road alongside active vs. passive strategies, brokerage vs. 401(k) or Roth vs. traditional IRAs. Any decision has tradeoffs, so the best outcomes are likely to be achieved by thoughtful planners who educate themselves, honestly […]

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Integrate Active and Passive Management

How to Effectively Leverage Active and Passive Investment Strategies

One of the greatest myths in the investment world is that active and passive investment strategies are incompatible with one another. Many people believe you are either an active investor or a passive investor but you cannot be both. This couldn’t be further from the truth. In fact, using active and passive investment strategies in […]

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Finer Points

What You Need to Know Before Investing in Index Funds

First-time investors may be interested in learning more about index mutual funds, as index funds have exploded over the last several years and become a very popular place to put investment capital. This article will outline everything that you need to know about investing in index funds, offering some pros and cons, as well as […]

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

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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