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Articles
(243)2,314,350 views
Featured Article
1
2024 Q4 Market Review
Explore how US stocks outperformed while global markets struggled in Q4 2024. Learn how Fed rate cuts and inflation shifts shaped the year's outcomes.
…Read MoreArticle Library
2
The Hidden Costs of Holding Concentrated Stock Positions
Learn why holding concentrated positions in a few big stocks can hurt your portfolio performance and increase investment risk. … Read More
3
The Problem with Concentrated Stock Positions
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
4
Reality Check: Capital Market Assumptions vs. Actual Returns
Discover whether capital market assumptions are reliable tools for setting expectations or if they fall short in predicting future returns. … Read More
5
Annual Retirement Savings & Tax Guide: The 'Cheat Sheet' 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
6
Can You Predict Post-Election Winners?
Learn why speculating on market winners after elections might not improve your portfolio performance or predict future returns. … Read More
7
Beware Fund Companies Gaming the Ratings System
Discover how index funds provide transparency and avoid the pitfalls of style drift common in actively managed mutual funds. … Read More
8
2024: A Year in Review
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
9
The Power of Human Ingenuity
Discover how 2024 markets rewarded long-term investors amidst global challenges, driven by the power of human innovation and resilience. … Read More
10
Learn From This Fund Manager's Bold Admission
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
11
The IFA App: Portfolio Tools & Original Content at the Palm of Your Hand
Our app is designed to access account details as well as articles, videos and charts once found on IFA's desktop. … Read More
12
A Blurring of the Lines: What Really is an Index Fund?
In today's sophisticated marketplace, IFA examines what constitutes an index fund and what doesn't. … Read More
13
Dividends and the Lag in Fund Values
Here's a review of our process to maximize tax efficiencies in client portfolios at quarter's end. … Read More
14
Exploring Right Capital: An Enhanced Financial Planning Tool
Explore Right Capital's powerful planning tools to optimize your financial strategy, including retirement and social security benefits. … Read More
15
Cash Withdrawal Considerations
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
Page 1 of 17 (Results 1-15 of 243)
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TermsDisclosuresIndex DescriptionsForm CRS 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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