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.
