Are Index Funds.... Safe? Depends On Which Index!

In this episode, we are diving into the complexities of using index funds as a "safe" investment option, particularly for short-term financial goals. Drawing from recent client interactions, I explain the misconceptions around the safety of index funds and why they may not be the best choice for investments needed in the short term.

Listen in as I provide a comprehensive overview of what index funds are, how they work, and why their perceived safety can be misleading, especially when the time horizon is short. I also discuss the historical volatility of the S&P 500 and the Russell 2000 during financial crises and offer practical advice for protecting short-term investments.


Need help with wealth management? Learn about APM Wealth's process, here: https://apm-wealth.com/services. Or, get our free guide explaining some of our key methods for building wealth with clients: https://apm-wealth.com/freedom

Or check out our webinar for helping practice owners optimize wealth building: www.apm-wealth.com/webinar


About Me: My wife Sarah and I live in Portland, OR, where she is an attending anesthesiologist, and I am a financial planner for anesthesiologists and pain management physicians. I know firsthand the challenges faced by physicians as they try to build a successful career in a clinically demanding specialty, while simultaneously trying to make good financial and career choices. I’m dedicating my practice to serving individuals and families just like us.


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