The Beauty of Average

by Jason Gunkel, CFP®, CFA, CAP®, Chief Investment Officer | July 1, 2011

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Financial Firms have been in a race to improve the humble index fund.  But are they ruining it in the process?

The product in this case is none other than the humble index fund – an unabashedly simple, proudly inexpensive, trade-minimizing vehicle for owning an entire market’s worth of stocks. 

Read this interesting article and insights from Jason Gunkel, a financial advisor at Syverson Strege & Co., in West Des Moines, Iowa.  The firm manages over $300 million and has been shifting clients’ money from traditional index funds to those prescreened for strong cash flows, sales and the like.

“When markets get overvalued the fundamental indexes are more resilient to market drops, it seems,” says Jason Gunkel.

Read the full PDF Article from Smart Money Magazine.

– Jason Gunkel, CFA, CFP®, CAP®