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With over 238* videos and 194* articles, IFA is dedicated to providing you with timely, data-driven information on the value of investing in index funds.
It's 1965. Computers fill entire rooms. On Wall Street, armies of analysts pore over balance sheets, earnings reports, and economic data — hunting for the next big winner.
U.S. stocks continued to rise in the third quarter, with major indices like the S&P 500 and Nasdaq reaching new highs. This growthcoincided with ongoing trade negotiations and an interest rate cut by the Federal Reserve in September—the first rate cut in nearly a year. The strong performance extended the
Are you overpaying for big-name funds? Explore the data behind why familiar labels often translate to lower financial gains.
Explore David Jones's story of investment frustration and clarity, highlighting the case for index funds over active management failures.
The OBBBA introduces major tax law changes in 2026. Get insights on optimizing deductions, managing MAGI, and preparing with your advisor.
Each year, the College for Financial Planning compiles a comprehensive list of contribution limits to everything from 401(k) plans and Individual Retirement Accounts to Medicare as well as health savings accounts. As we did last year, IFA has worked with the college to turn such tables for 2025 contribution limits
Probability theory explains why active investing faces uphill odds. Dive into the math behind market efficiency and long-term success.
Mark Hebner summarizes the market's performance during the fourth quarter of 2025 and demonstrates the difficulty in picking the next asset class winner.
Mark Hebner and Wes Long talk to Apollo Lupescu about various topics in a town hall format in this 2025 Q4 Market Review.
December 1990. William Sharpe receives the Nobel Prize in Economics at Stockholm City Hall. The prize is for the Capital Asset Pricing Model — a sophisticated framework showing how risk and expected return are related.
Walk into any Wall Street brokerage in 1965, and you'll see the same thing: analysts hunched over charts, tracing patterns with their fingers.
It's the late 90's. The internet is transforming everything, including how American's invest. Discount brokerages are on TV promising ordinary people they can trade like the pros. Suddenly you don't need a stock broker. You can buy and sell from your living room.
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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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