Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
Do You Owe The AMT?

American educational reformer Horace Mann called education “the great equalizer.” In football, it’s been said ...

See more
What is the Value of Your Business?

In the second quarter of 2023, more than 2,300 small businesses were sold. The median ...

See more
Immediate vs. Deferred Annuities

Despite not being as well known as some other retirement tools, annuities account for 6.5% ...

See more

What To Know About Investing In Index Funds

January 5, 2023

An index fund refers to investments that track an overall market index, which is usually made up of bonds or stocks. Typically, an index fund will invest in any components that are included in the tracked index, and a fund manager is used to verify that the index fund performs along the same lines as the index. To get started with investing in index funds, you’ll want to choose one index to track and then choose a fund that tracks that selected index

You can then buy shares of that index fund. There are many different indexes that you can select and track using index funds. Once you’ve selected an index, there’s usually at least one index fund that will track that. If you find that there is more than one index fund option for your chosen index, you’ll want to look at the one which most closely tracks the performance, which index fund has the lowest expenses and whether or not there are any restrictions or limitations.

A brokerage account will allow you to buy and sell shares in the index fund you’re interested in, but you can also open direct accounts with the mutual fund company. To make sure this fits into the bigger picture of your overall investment strategy, contact our office today to learn more about how we can help you understand big and little planning options with your saving strategy.


Practice Areas:



Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
Do You Owe The AMT?

American educational reformer Horace Mann called education “the great equalizer.” In football, it’s been said ...

See more
What is the Value of Your Business?

In the second quarter of 2023, more than 2,300 small businesses were sold. The median ...

See more
Immediate vs. Deferred Annuities

Despite not being as well known as some other retirement tools, annuities account for 6.5% ...

See more