Episode 42: The Benefits of Indexing

What are the benefits to index funds as investment options? What hidden challenges might they present? Jim Kantowski, CFP®, CPA, Jacob Sadler, CFP®, and special guest Karen Umland discuss this episode.

In this episode of “Conversations with Curio,” Founders and Senior Advisors Jim Kantowski, CFP®, CPA, and Jacob Sadler, CFP®, sit down with Karen Umland, Senior Investment Director & Vice President at Dimensional Fund Advisors, to discuss the complexities of indexing. What are the pros and cons of the index provider defining the scope of the index? What hidden challenges are involved with indexing? Tune in for essential insights.

Other Podcasts You Might Like

subscribe to our newsletter

Chart Your Financial Course

Ready to transform your financial journey? Schedule a meeting with us today so we can help guide you on the path to a more secure and prosperous financial future.