Connecting the Dollars by Propel Financial Advisors

Author: Emily Agosto - Propel Financial Advisors

Connecting the Dollars is a podcast co-hosted by Emily Agosto, CPA and Amanda Vaught, JD. In each episode, Emily and Amanda explore personal finance topics affecting Gen X and Millennials and share experiences to help make sense of an often confusing and changing industry. Join them as they discuss timely topics and answer commonly asked questions they hear as financial advisors at Propel Financial Advisors.
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Language: en

Genres: Business, Education, Investing

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The Hidden Risks Every Index Fund Investor Should Know
Episode 75
Thursday, 25 September, 2025

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