Talk with an Adviser
Talk to an adviser who understands you
A Better Way to Invest and Why the Rush to Index Funds

In recent years investors have shifted to index funds from active fund managers in a big way. Some, including Michael Burry – which was the story of the “Big Short”, believe that small-cap and particularly small-cap value is the place to be given the rush to index funds. Why? Most index funds are capitalization weighted which means the largest stock, gets the largest percentage of the portfolio. This ends up putting most of the money invested into generally larger capitalization companies. Is there a better way than active and indexing? We believe so and will cover in this show.

In this show you will learn about:

  • Indexing vs. “smart” indexing
  • How most indexes are created
  • Where does your money goes when you invest in and index?
  • Why are investors moving out of actively managed funds?
  • A way you can invest and get the best of both active and passive


The content of this radio show is provided for informational purposes only and should not be considered investment advice or a recommendation to buy or sell any types of securities. Mr. Labrum and Intelligence Driven Advisers/Financial Detox are not responsible for the consequences of any decisions or actions taken as a result of information provided in this radio show and do not warrant or guarantee the accuracy or completeness of the information provided. The information discussed today reflects the views of Mr. Labrum and his guest(s) as of the date of this show and are subject to change without notice.Past performance is no guarantee of future results. Any forward looking statements or forecasts are based on assumptions and actual results may vary from any such statements or forecasts. No reliance should be placed on any statements or forecasts when making any investment decision. Accordingly, listeners should not rely solely on the information provided today in making any investment decision.There is a risk of loss from investing in securities, including the risk of loss of principal. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be profitable or suitable for a particular investor’s financial situation or risk tolerance. Asset allocation and portfolio diversification cannot assure or guarantee better performance and cannot eliminate the risk of investment losses.