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Randy M.

Randy M.

Articles

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Explore Indexing

Everything You Need to Know About Market Size

There is a lot of talk, especially lately during one of the longest bull markets in history, about market size. Of course, to the casual investor, market size doesn’t really mean a whole lot. Bigger numbers are better, numbers going up is good, and everyone on television celebrates when the markets hit arbitrary numbers. But […]

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Top 10 Most Asked Questions

Are Index Funds Tax Efficient?

Active management has come under scrutiny for various reasons, leading investors to opt increasingly for passive index funds to deliver efficient returns. However, tax optimization is an important aspect of asset management that is often overshadowed by performance and fee considerations. This leads us to the more important question – are index funds tax efficient? […]

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Integrate Active and Passive Management

Tax Efficiency and Investing What You Need to Know About Index SMAs

As the aggregate size of an investor’s portfolio increases – to say nothing of an investor’s annual income – it’s in the investor’s best interest to investigate ways in which to improve tax efficiency, and reduce tax liability as much as possible to help maximize returns. This article will discuss several tactics related to tax […]

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Integrate Active and Passive Management

Active vs Passive Investing: Which Option Is Best?

A common debate between investors remains the argument between active vs passive investing. Both methods have staunch proponents who perhaps stubbornly refuse to see the merits of the other approach, and ultimately cost themselves potential returns. While passive investment has become popular in recent times, there are distinct advantages to active equity management. These respective […]

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Finer Points

What You Need to Know About Downside Risk

A term in finance that investors and traders will sometimes use is downside risk, which refers to the potential losses that could come with a given investment. Investment opportunities are not created equally, and in many cases investments that come with greater potential returns or rewards come with a number of risks – both obvious […]

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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