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When Simple Financial Products Win

Index investing is one of the greatest growth stories in finance. Indexing is a form of passive investing, a simple strategy--basically long-term autopilot. Why try to beat the S&P 500 when you can match it? Even Warren Buffett recommends it for others. Today, passive strategies control trillions of dollars. A segment of passive, target-date funds (TDFs), a grandchild of John Bogle's indexing boom, are ballooning, and now stand at over $1.4Thttps://www.investmentnews.com/target-date-sales-r ...

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An Interview with AtlasMD

Josh Umbehr, MD is the founder of AtlasMD, Wichita-based direct primary care (DPC) clinics with over 3,000 patients, and a software business with over 500 clients and 10 years of operating history. DPC is an insurance-free monthly cash membership model for delivering unlimited primary care services. I first met Josh in person in the fall of 2019 in Wichita and had a chance to tour an Atlas office, and get a peek at data and impact of DPC to patients. I also heard from employer groups, small bu ...