The Hidden Risks Every Index Fund Investor Should Know

from Connecting the Dollars by Propel Financial Advisors · host Emily Agosto - Propel Financial Advisors

Are you truly diversified? In the latest episode of Connecting the Dollars, we dig into concentration risk in today’s market—and why even a broad index fund may be less diversified than it looks. As discussed by hosts Emily Agosto, CPA, and Amanda Vaught, JD, traditional wisdom says index funds are an easy route to diversification. But with the S&P 500 and Nasdaq heavily weighted in just a handful of giant tech and AI companies, there’s a new layer of risk to consider. www.connectingthedollars.com

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This episode is 11 minutes long.

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This episode was published on September 25, 2025.

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