Ep #214 - How to Pick Index Funds

Grow Money Business with Grant Bledsoe

Index funds are popular investments and come highly recommended by many people. While they are generally a solid investment option, it is still important to have a prudent portfolio and process when making investment decisions for yourself. This week’s episode of Grow Money Business is all about how to select index funds. Join as we discuss decision-making when investing, what we should look for in index funds, mutual funds & ETFs, and more.

[05.38] Decision making – Grant shares some tips for making the best investment decisions for your portfolio.

[13.22] Active management – Grant describes how the active management process works.

[20.09] What to look for – Grant explains what we should be looking for in an index fund.

[22.30] Mutual fund vs. ETF – Grant describes the difference between a Mutual Fund and an Exchange-Traded Fund.

[30.25] Asset location – Grant shares some important notes about asset location, which is the fourth step of the portfolio in choosing an index fund.

Resources

What Are Index Funds?

investopedia.com/terms/i/indexfund.asp

Bid–ask spread

en.wikipedia.org/wiki/Bid%E2%80%93ask_spread

Asset Allocation vs. Security Selection: Their Relative Importance

rpc.cfainstitute.org/en/research/cfa-digest/2013/05/asset-allocation-vs-security-selection-their-relative-importance-digest-summary