The Wise Investor Show

On this week’s show, The Wise Investor Group looks at the stampede toward index funds and wonders if investors understand the risk with performance becoming increasingly concentrated in the top holdings. Index investing has its merits, but few seem to be considering what happens if inflows turn to outflows. They also offer some things to think about if one is a "socially conscious” investor. They provide updates on FDX, ORCL and DWDP. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.