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Episode 89: Not All Indexes Are Created Equal episode artwork

Aug 20, 2026 26 min

Episode 89: Not All Indexes Are Created Equal

from Revamping Retirement Hosted by CAPTRUST

The SpaceX IPO captured investors' attention, but many were surprised to learn that a company's size doesn't automatically translate to a large stock market index weight. In this Revamping Retirement episode, Northern Trust's Austin Guy sits down with CAPTRUST's Jennifer Doss and Pete Ruffel to discuss the rules behind index inclusion, the role of float-adjusted market capitalization, and why mega-sized IPOs can have a smaller impact on indexes than investors expect. Get more insights for retirement plan sponsors by subscribing to Revamping Retirement.

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Episode 89: Not All Indexes Are Created Equal

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Financial Decoder Charles Schwab Cognitive and emotional biases can have a big impact on your financial life. Each episode of Financial Decoder looks closely at one financial decision--and the biases that might cloud your judgment and cost you money. Host Mark Riepe, head of the Schwab Center for Financial Research, decodes the behavioral and psychological factors at play and shares strategies designed to improve the way you approach financial crossroads. Other experts join Mark to provide their unique perspective on behavioral economics, portfolio management, retirement planning, personal finance and more.Podcasts are for informational purposes only. This channel is not monitored by Charles Schwab. Please visit schwab.com/contactus for contact options.

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This episode was published on August 20, 2026.

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