IFA Index Calculator
Retirement Calculator
Target Date Calculator
Retirement Income
College Planning
T-Statistic Calculator
401(k) Calculator
Net Worth
Net Income
Roth IRA Conversion
Fee Calculator
Multi Funds Calculator
MENU
Home
Risk CapacitySurvey
FinPlanSurveys
Wealth Management
Retirement Plans
Institutional
Financial Calculators ▾
Open an Account
Schedule a Meeting
IFA App
Videos ▾
Articles
Charts
Investor Education ▾
IndexPortfolios ▾
FundOptions
Resources▾
About Us ▾
Store
GaltonBoard/Coins ▾
Taxes
Back-testing Disclosures
Index Descriptions
Glossary
Form CRSWhat's New
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.
Walk into any Wall Street brokerage in 1965, and you'll see the same thing: analysts hunched over charts, tracing patterns with their fingers.
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.
This article breaks down small caps versus large caps, historical performance, and whether recent trends indicate a shift in market dynamics.
Discover how the Galton Board reveals stock market patterns and explains why short-term predictions fail, but long-term distributions prevail.
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.
For nearly 30 years, finance had one answer to every question about risk: beta. Market exposure. That single number supposedly explained why some stocks delivered higher returns than others.
IFA Senior Vice President, Denise Delaney, discusses Roth conversion with IFA's Director of Financial and Tax Planning, David York.
Private equity isn’t always what it seems. For decades, it’s been sold as the asset class for the sophisticated — promising higher returns, smoother results, and diversification. But much of that promise comes into question according to a new study.
Happy Holidays and Happy Returns from Index Fund Advisors!
Become An IFA Client
Talk to an experienced Wealth Advisor about
your investments. We assist clients daily
with tailored solutions designed to support you.
your investments. We assist clients daily
with tailored solutions designed to support you.
Calculating your Risk Capacity is a critical first
step in tailoring portfolios to align with your
financial goals.
step in tailoring portfolios to align with your
financial goals.
HomeTaxesAbout Us
888-643-3133
Contact Us
Newsletter Subscribe
eMoney
IFA Apps
Index Funds Book on Kindle
Index Funds Audiobook
Careers
Facebook
X
LinkedIn
InstagramVideos
YoutubeGlossary
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.
© 1999-2026 Index Fund Advisors, Inc. All Rights Reserved | 19200 Von Karman Ave. Suite 150 Irvine, CA 92612 | 888-643-3133