How to invest in the S&P 500

Charles Sachs, Chief Investment Officer at Kaufman Rossin Wealth, has provided his insights to Buy Side from the Wall Street Journal, for the article, “How to invest in the S&P 500”.

Article Excerpt:

“While the S&P 500 is good, it captures only about 75% of the U.S. market and leaves out smaller companies that can do well over time. I’d prefer to use a total market fund,” says Charles Sachs, a financial planner and investment manager at Kaufman Rossin Wealth in Miami.”

Read the full article on Buy-Side from WSJ.


Charles Sachs, CFA, CFP®, is a Chief Investment Officer at Kaufman Rossin Wealth, LLC, a Registered Investment Adviser.