Articles from Index Fund Advisors, Inc.

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Active Fund Managers vs. Indexes: Analyzing SPIVA Scorecards

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by Murray Coleman Tuesday, April 15, 2025

The latest research in S&P's long-running study takes a fresh look at how active managers stack up.

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The job of a free-market is to set prices so investors are rewarded for the risk they take.

The Hebner Model: A Framework for How Markets Work

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by Mark Hebner and Murray Coleman — Monday, April 07, 2025

The job of a free-market is to set prices so investors are rewarded for the risk they take. … Read More

Learn why markets reacted negatively to Trump's tariff announcement and discover strategies to stay disciplined during times of uncertainty.

Is the Tariff Tantrum Your Personal Wake-up Call

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by Robin Powell — Friday, April 04, 2025

Learn why markets reacted negatively to Trump's tariff announcement and discover strategies to stay disciplined during times of uncertainty. … Read More

Learn how hidden costs and fees from Wall Street intermediaries can erode your investment returns over time and how to avoid them.

It's Companies That Produce Returns, Not The Financial Industry

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by Robin Powell — Wednesday, March 26, 2025

Learn how hidden costs and fees from Wall Street intermediaries can erode your investment returns over time and how to avoid them. … Read More

Robinhood fined $26M over misleading posts by influencers. Learn how paid finfluencers can mislead investors and what to watch out for.

Robinhood Case Highlights Risks Posed by Finfluencers

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by Robin Powell — Monday, March 24, 2025

Robinhood fined $26M over misleading posts by influencers. Learn how paid finfluencers can mislead investors and what to watch out for. … Read More

Learn how the Magnificent 7 stocks influenced the S&P 500 and why global all-cap diversification can help mitigate concentrated risks.

Mag 7 Gravity

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by Wes Crill & Kevin Green — Friday, March 21, 2025

Learn how the Magnificent 7 stocks influenced the S&P 500 and why global all-cap diversification can help mitigate concentrated risks. … Read More

This hypothetical study compares Dollar Cost Averaging (DCA) vs. Lump Sum Investing from 2005 thru 2024 for a total time period of 20 years.

Dollar Cost Averaging vs. Lump Sum Investing: Which is Better?

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by Jesse Fulton — Sunday, March 16, 2025

This hypothetical study compares Dollar Cost Averaging (DCA) vs. Lump Sum Investing from 2005 thru 2024 for a total time period of 20 years. … Read More

The small-cap active mutual funds manager, which is now part of Franklin Templeton, is studied.

Royce Funds (Franklin Templeton): A Deeper Look at Performance

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by Murray Coleman — Sunday, March 16, 2025

The small-cap active mutual funds manager, which is now part of Franklin Templeton, is studied. … Read More

Discover the revolution in finance led by academics like Eugene Fama, as told in the compelling documentary "Tune Out the Noise."

A Must-see Film About Investing for the Intellectually Curious

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by Robin Powell — Friday, March 14, 2025

Discover the revolution in finance led by academics like Eugene Fama, as told in the compelling documentary "Tune Out the Noise." … Read More

Find out how knowing your risk tolerance and maintaining discipline can make investing through turbulent markets less stressful and more rewarding.

Investing Can Be a Roller Coaster: Three Tips for Riding Out the Ups and Downs

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by Dimensional Fund Advisors — Thursday, March 13, 2025

Find out how knowing your risk tolerance and maintaining discipline can make investing through turbulent markets less stressful and more rewarding. … Read More

Using regression analysis, we analyze Dimensional Fund Advisors systematic investing approach and the five underlying themes in their investment strategies.

Dimensional Fund Advisors: A Deeper Look At The Performance

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by Murray Coleman — Monday, March 10, 2025

Using regression analysis, we analyze Dimensional Fund Advisors systematic investing approach and the five underlying themes in their investment strategies. … Read More

Learn why evidence-based investing, rooted in academic breakthroughs, is key to long-term success over guesswork or opinions.

Choose Evidence Over Opinions

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by Robin Powell — Tuesday, March 04, 2025

Learn why evidence-based investing, rooted in academic breakthroughs, is key to long-term success over guesswork or opinions. … Read More

This study compares the long-term performance of Invesco's family of actively managed funds.�

Invesco: A Deeper Look At the Performance

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by Murray Coleman — Sunday, March 02, 2025

This study compares the long-term performance of Invesco's family of actively managed funds. … Read More

Discover why active fund managers resist the rise of passive investing despite evidence favoring index funds for better returns.

New Book Reveals How Active Managers Resist Pressure to Reform

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by Robin Powell — Friday, February 28, 2025

Discover why active fund managers resist the rise of passive investing despite evidence favoring index funds for better returns. … Read More

An analysis of T. Rowe Price mutual funds, and a deeper look at the performance against its benchmarks.

T. Rowe Price: A Deeper Look at the Performance

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by Murray Coleman — Sunday, February 23, 2025

T. Rowe Price has clearly stated their value proposition to their investors. But what exactly is that value and, more importantly, who is receiving the bulk of that value? … Read More

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