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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 1976. An investor asks a simple question: How have stocks actually performed compared to bonds over the long term? Nobody knew. Not precisely. Not comprehensively. The investment industry was flying blind.
Every year, many investment and consulting firms release new CMAs, or capital market assumptions. CMAs can be useful for setting risk and return expectations and for long-term financial planning. However, as the old saying goes, it’s difficult to make predictions, especially about the future.
Researchers have developed the first validated diagnostic tool for trading addiction. In its initial test, roughly one in ten amateur traders met the clinical criteria. Meanwhile NYSE and NASDAQ are both pushing to keep markets open nearly around the clock by late 2026.
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.
He said, "Look, those are the bankers' and brokers' yachts." "Where are the customers' yachts?" asked the naive visitor.
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.
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.
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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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