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Latest Explore Indexing Publications
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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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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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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Everything You Need to Know About How to Buy Index Funds

Learning how to buy index funds can be one of the most important steps people make in their wealth creation journey. These are low-cost vehicles designed to give small-scale investors access to capitalistic economic growth. A Crash Course on Index Funds Index funds are passive investment vehicles that allow investors to gain exposure to a […]

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How to Focus on Tax Efficiency with Your Portfolio

Tax is a three letter word that sounds a lot like a four letter word to many people. Of course, everyone has to pay their taxes but minimizing the impact of taxes is a very important part of investing for many people. Why pay money to the government if you don’t have to, right? Creating […]

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How to Measure Investment Turnover and Why You Need to Do So

Investment turnover is one of those little-known investment terms that gets little love or discussion but plays a very important role in any portfolio. If you were to turn on a business or investing television segment, for example, you likely wouldn’t hear so much as a passing mention of turnover. Of course, investment panels on television […]

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What Does a Mutual Fund Really Cost?

When comparing investment options, one important piece of information that investors tend to focus on is mutual fund cost. This makes sense as investment costs can seriously hinder the growth of a portfolio. High costs require higher returns in order to make up for the costs. Plus, with the many other investment options available, high […]

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Is a Core or Sector Index the Superior Option for You?

Investors understand that indexes help monitor the performance of various equities and stocks. The next consideration for investors and speculators would be to ask which type of index provides the most accurate reflection of a given market, and will ultimately help people achieve better returns now and in the future. This article will better explain […]

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3 Essential Factors for Effective Index Fund Rebalancing

Index funds have become incredibly popular among investors in recent years. Some estimates suggest that the growth of exchange-traded funds (ETFs) could top 13% this year. This growth is driven by the increasing popularity of passive investing which allows investors to take a largely “buy and hold” attitude to investing. While the simplicity of passive […]

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Maximize Your Index Return
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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All Explore Indexing Publications
how-to-focus-on-tax-efficiency-with-your-portfolio-image
Explore Indexing

How to Focus on Tax Efficiency with Your Portfolio

Tax is a three letter word that sounds a lot like a four letter word to many people. Of course, everyone has to pay their taxes but minimizing the impact of taxes is a very important part of investing for many people. Why pay money to the government if you don’t have to, right? Creating […]

everything-you-need-to-know-about-market-size-image
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 […]

the-hidden-costs-of-mutual-funds-image
Explore Indexing

The Hidden Costs of Mutual Funds

There are hidden costs associated with trading in a mutual fund, which are not reflected in the fund’s standard expense ratio. You may be paying a lot more with your mutual fund than you expected. A basic rule to investing in mutual funds is to check the expense ratio, which is related to the buying […]

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