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September 9, 2025 |

Estimated reading time: 7 min

How to Invest in Index Funds

Article by Carson

It’s time to learn more about index funds. We’ll provide a definition, show you how index funds work, compare them with mutual funds, and explain how to invest in index funds.

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The content is developed from sources believed to be providing accurate information. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Cetera Wealth Services LLC, exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.

Securities offered through Cetera Wealth Services LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Wealth Services LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Important Disclosures | Cetera Wealth Services Business Continuity Plan

Please note not all advisors affiliated or using the name of Carson Wealth offer securities through Cetera Wealth Services LLC, Member FINRA/SIPC, or offers investment advisory services through CWM, LLC. Please visit the locations page on this website for information related to specific advisors at each location for more disclosures related to which firms they offer securities business through, if any, or which firm they offer advisory services through.

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Additional information about CWM, LLC and our advisors is also available online at www.adviserinfo.sec.gov or https://brokercheck.finra.org/. You can view our firm’s information on this website by searching for CWM, LLC or by our CRD number 155344.

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