Walkner Condon Financial Advisors

Discover more about the world of index investing in our video podcast. We dive into the history of index funds, starting with the creation of the S&P 500 and the revolutionary move by Vanguard in 1976. Learn the differences between major indexes like the Dow Jones and Russell 2000, and explore the rise of Exchange Traded Funds (ETFs), which offer tax efficiency, intraday trading, and accessibility for smaller investors. We also break down key index construction methods, such as market-cap-weighted vs. equal-weighted indexes, and discuss how different approaches impact portfolio performance. Additionally, gain insights into factor indexing strategies and how modern investing has evolved beyond passive approaches, utilizing factors like size, momentum, and quality to enhance returns. This video is for anyone wanting to understand: The history and benefits of index investing How ETFs differ from mutual funds Why factor-based strategies are gaining popularity. The key differences in index construction