An Index Overview | Part 4: Index Investing – Opportunities and Obstacles  

Created: March 21, 2017

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Description: This 1,200-word piece is part four of a four-part series covering indexes and index investing. Part 1 defined indexes in general. Part 2 took a closer look at what index points measure and some of their inherent characteristics. Part 3 explored some of the idiosyncrasies inherent to indexes. This final part 4 explores how indexes are used (and sometimes abused) in index fund investing. Use the series to discuss indexing as a drip series, in a combined report, or as video or podcast scripts.

An Index Overview | Part 3: Index Mechanics – Interesting Idiosyncrasies  

Created: March 8, 2017

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Description: This 1,060-word piece is part three of a four-part series covering indexes and index investing. Part 1 defined indexes in general. Part 2 took a closer look at what index points measure and some of their inherent characteristics. Part 3 explores some of the idiosyncrasies inherent to indexes. The final part 4 will explore how indexes are used (and sometimes abused) in index fund investing. Use the series to discuss indexing as a drip series, in a combined report, or as video or podcast scripts.

An Index Overview | Part 2: A Few Points About Index Points  

Created: February 23, 2017

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Description: This 780-word piece is part two of a four-part series covering indexes and index investing. Part 1 defined indexes in general. Part 2 takes a closer look at what index points measure and some of their inherent characteristics. Future parts will look at some of the strategies used to structure indexes, and how they are used (and sometimes abused) in index fund investing. Use the series to discuss indexing as a drip series, in a combined report, or as video or podcast scripts.

An Index Overview | Part 1: Indexes, Defined  

Created: February 12, 2017

Categories: , , , , ,

Description: This 800-word piece is part one of a four-part series covering indexes and index investing. Part 1 defines indexes in general, summarizes key uses (benchmarking and index fund investing), and explains why milestones like the "Dow 20,000" should not be used to engage in market-timing. Future parts will take a closer look at some of the strengths and weaknesses inherent to indexes and index fund investments. Use the series to discuss indexing as a drip series, in a combined report, or as video or podcast scripts.

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