Why Are Index Funds So Successful?

Have you ever wondered why index funds are so successful? Let's talk about some of the reason why index funds outperform other options.

[brianjames]

I left my advisor to index invest.

I was paying 135 BPs plus a blended 54 for the mutual funds in the portfolio. My current indexed mutual funds are 5 bps.

There are investment advisors out there who are worth the cost, but bridging the difference between almost 0% versus almost 2%, you better provide superb value. Estate guidance, tax efficient advice, compassion and integration with the next generation, etc.