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Your Investments Can’t Save You: How Poor Financial Habits Destroy Retirement Dreams

Building wealth, particularly for retirement, is not a complex puzzle – at least not in theory. At its core, every successful wealth-building strategy relies on three fundamental pillars: saving money, achieving solid investment results, and allowing time for compounding to work its magic. However, while these principles are straightforward, investor behavior can often be the greatest threat to long-term success....

By: Indexopedia Research Team | March 28, 2025

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The Hidden Medicare Surcharge: How IRMAA Can Impact Your Retirement Budget

The Hidden Medicare Surcharge: How IRMAA Can Impact Your Retirement Budget

Planning and Behavior: Why Even the Best Financial Plan Can Fail

Planning and Behavior: Why Even the Best Financial Plan Can Fail

3 Factors of Compounding: Upside, Downside, and Recovery

3 Factors of Compounding: Upside, Downside, and Recovery

What Does the Market Hate? <u>Uncertainty!</u>

What Does the Market Hate? Uncertainty!

Average Annualized Returns (net of fees)

Performance through December 31, 2024

Linden Thomas & Co. US All Cap Quality Growth 150 Index
Linden Thomas & Co. Mid Cap Consistent Value Index
Linden Thomas & Co. Earnings Focused Core Value Index

Linden Thomas & Co. All Cap Quality Growth 150 Index (net)

2024

32.06%

2 Year

37.75%

3 Year

9.78%

Since Inception

13.13%

Monthly "since inception" data beginning 6/1/2020

Linden Thomas & Co. Large Cap Quality Growth Index (net)

2024

30.33%

2 Year

35.48%

3 Year

7.25%

5 Year

17.04%

Since Inception

13.62%

Monthly "since inception" data beginning 8/1/2019

Linden Thomas & Co. Mid Cap Consistent Value Index (net)

2024

20.19%

2 Year

18.97%

Since Inception

13.96%

Monthly "since inception" data beginning 3/1/2022

*All returns as of 12/31/24. You cannot invest in an actual index.

Navigating Market Declines: Understanding the Phases of a Down-Market

Why Investors Shouldn’t Panic When Bond Prices Fall

Stagflation: What It Means for Your Portfolio and How to Navigate It

For Kids: How to Save Money

How Savvy Investors Use Covered Calls to Supercharge Their Returns

Tax Efficiency: Incorporating Qualified Opportunity Zones and 1031 Exchanges into an Affluent Investor’s Portfolio

How Do Banks Make Money

What are In-Service Withdrawals?

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