PODCAST EPISODE 323 – Why Going All-In on the S&P 500 Might Be a Big Mistake

ByPaul Adams

In this episode of More Than Commas, Cory Sheppard breaks down the risks of going all-in on the S&P 500, especially after its recent high-performing years. He explores how the index has become increasingly tech-heavy and dependent on the “Magnificent Seven,” making it more volatile than it seems. By examining historical data from different time periods (including the 2000s “lost decade” and early 20th-century downturns) Cory shows why diversification across asset classes, rather than chasing short-term outperformance, leads to a more stable, reliable investment experience. Whether you’re near retirement or just getting started, this episode is packed with insight on how real-life circumstances should shape your portfolio strategy, not market hype.

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Paul Adams

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Paul Adams

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As CEO and founder of Sound Financial Group Paul leads a team of financial professionals dedicated to helping clients define their financial goals then developing unique, tailored strategies to reach them. Paul tells his clients often that they should always make their financial decisions based upon indisputable math and independent scholarship, not based on media hype, hearsay, or trend.

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