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Bounded Rationality: Why Investors Aren’t Always as Rational as They Think

Classical economic theory is built on the idea that people make rational decisions to maximize their utility. In theory, investors analyze data, weigh risks, and make consistent choices based on logic and long-term planning. But in practice? Emotions, limited knowledge, and past experiences often drive decision-making far more than spreadsheets or forecasts. This disconnect is what economists call bounded rationality....

By: Indexopedia Research Team | May 13, 2025

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Understanding Timing Bias: Why When You Invest Matters

Understanding Timing Bias: Why When You Invest Matters

Same Book, Different Cover: Avoiding the Pitfalls of an Emotional Investment Cycle

Same Book, Different Cover: Avoiding the Pitfalls of an Emotional Investment Cycle

Don’t Let a Trade War Derail Your Retirement Goals

Don’t Let a Trade War Derail Your Retirement Goals

Comparing SEP IRAs and 401(k)s: Which Retirement Plan Makes the Most Sense for You?

Comparing SEP IRAs and 401(k)s: Which Retirement Plan Makes the Most Sense for You?

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.

The Power of Noise: Navigating Media-Induced Market Hysteria

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

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

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

3 Factors of Compounding: Upside, Downside, and Recovery

What Does the Market Hate? Uncertainty!

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

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