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Articles

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Featured Article

1

The Problem with Concentrated Stock Positions

27
by Murray Coleman Wednesday, January 29, 2025
Academic work by leading market researchers like Nobel LaureatesEugene FamaandHarry Markowitzleads us to warn investors that portfolios holding concentrated positions in a fewbig stocks are a risky way to manage wealth. Still,investors often come to us with oversized weightings in individual names. At other times, some clients will ask their
  …Read More

Article Library

2

Reality Check: Capital Market Assumptions vs. Actual Returns

349
by Dimensional Fund Advisors — Wednesday, January 22, 2025
Discover whether capital market assumptions are reliable tools for setting expectations or if they fall short in predicting future returns.  … Read More
3

Annual Retirement Savings & Tax Guide: The 'Cheat Sheet' 2025

947
by Jesse Fulton — Sunday, January 19, 2025
Here is a comprehensive list for 2025 of key changes in Social Security, Medicare, retirement plans, educational grants and taxes, among others.  … Read More
4

Can You Predict Post-Election Winners?

240
by Wes Crill & Kevin Green — Friday, January 17, 2025
Learn why speculating on market winners after elections might not improve your portfolio performance or predict future returns.  … Read More
5

Beware Fund Companies Gaming the Ratings System

470
by Robin Powell — Thursday, January 16, 2025
Discover how index funds provide transparency and avoid the pitfalls of style drift common in actively managed mutual funds.  … Read More
6

2024: A Year in Review

290
by Jesse Fulton — Monday, January 13, 2025
For Index Fund Advisors, 2024 was a year full of highlights and events. From celebrating our 25th Anniversary of helping friends and families reach their financial goals, the 10th edition of Index Funds: The 12-Step Recovery Program for Active Investors, the updated 2024 version of Index Funds: The Movie and more.  … Read More
7

The Power of Human Ingenuity

142
by David Booth — Monday, January 06, 2025
Discover how 2024 markets rewarded long-term investors amidst global challenges, driven by the power of human innovation and resilience.  … Read More
8

Learn From This Fund Manager's Bold Admission

956
by Robin Powell — Sunday, January 05, 2025
Hedge fund manager Richard Toh made headlines with a candid letter on his failures. Find out what this means for your investment strategy.  … Read More
9

The IFA App: Portfolio Tools & Original Content at the Palm of Your Hand

3,389
by Jesse Fulton — Wednesday, January 01, 2025
Our app is designed to access account details as well as articles, videos and charts once found on IFA's desktop.  … Read More
10

A Blurring of the Lines: What Really is an Index Fund?

10,286
by Murray Coleman — Wednesday, January 01, 2025
In today's sophisticated marketplace, IFA examines what constitutes an index fund and what doesn't.  … Read More
11

Dividends and the Lag in Fund Values

14,747
by Murray Coleman — Monday, December 30, 2024
Here's a review of our process to maximize tax efficiencies in client portfolios at quarter's end.  … Read More
12

Exploring Right Capital: An Enhanced Financial Planning Tool

868
by David York — Monday, December 30, 2024
Explore Right Capital's powerful planning tools to optimize your financial strategy, including retirement and social security benefits.  … Read More
13

Cash Withdrawal Considerations

23,237
by Murray Coleman — Monday, December 23, 2024
IFA is often in the position of accommodating regular cash withdrawal by its clients. The question is how to best generate cash for withdrawals.  … Read More
14

Renowned Wall Street Journalist and Author Jonathan Clements 20 Do's and Don'ts for Investors

1,291
by Robin Powell — Thursday, December 19, 2024
Discover Jonathan Clements' top 20 investing tips to achieve your financial goals and avoid common pitfalls in the investment world.  … Read More
15

Two Papers That Changed Investing Forever

322
by Robin Powell — Friday, December 06, 2024
Learn about the groundbreaking Fama-French factor models that reshaped traditional active fund management and investment strategies.  … Read More

Page 1 of 17 (Results 1-15 of 241)

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The data provided in charts referring to IFA Index Portfolios is hypothetical back-tested performance and is not actual client performance. Performance data for the IFA Index Portfolios is shown net of IFA's highest advisory fee and the underlying mutual fund expenses. IFA Indexes when shown individually do not reflect a deduction of advisory fees. None of the data reflects trading costs or taxes, which would have lowered performance by these costs. See more important disclosures at ifabt.com.
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