Are Index Funds Delaying Your Retirement?
Index funds have become one of the most popular investment strategies.
This webinar will walk you through the problems with indexing and explain why a structured approach to investing could be better for your financial future.
What You Will Learn
- What are the hidden risks of index funds?
- How can I see through the marketing messages of the investment industry?
- How does indexing compare to a structured market approach to investing?
Description
Over $11 trillion is now invested in index funds, which have become one of the most popular investment strategies. If you have a 401(k), you likely have index funds. Most advisors put at least some of their clients’ money in index funds, and if you’ve read anything about “DIY investing,” you’ve probably heard about why you should use index funds as part of a “passive” strategy.
Yet, index funds have many problems that could hinder your retirement goals. These problems are only heightened in our current economic environment, where concentration risks are higher than they have been in decades.
This webinar will walk you through the problems with indexing and explain why a structured approach to investing could be better for your financial future.
Speakers:
Paul Winkler
ChFC®, RFC®, CLU®, LUTCF, CASL®, RICP®
Paul is the President and founder of Paul Winkler, Inc., a registered investment advisory firm located in Goodlettsville, Tennessee. Paul began his career in the financial services industry in 1989 through—like countless others—insurance and mutual fund sales.
After discovering the academic research on investing, he was compelled to start his own business. “With my new understanding of investing, I could no longer, in good conscience, work for the broker-dealer selling products. I wanted to offer clients an investing experience unlike what they would find elsewhere, where they wouldn’t feel sold to, but instead would be coached to understand investing.”
Paul’s differentiated approach to the world of investing and financial planning stems from his strong belief that the traditional approach to the discipline is often driven more by marketing and sales of financial products than it is by sound investment philosophies. Paul is the author of the book “Above the Maddening Crowd” which is endorsed by many financial teachers and university professors around the country.