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.
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.
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.
Learn about key 2025 tax changes under the OBBB, including new deduction caps, credit adjustments, and business-focused provisions.
Happy Holidays and Happy Returns from Index Fund Advisors!
Mark Hebner discusses market declines and volatility. It’s one of our investors’ favorite topics. The first thing you have to understand is all prices reflect all available information all the time.
Watching the financial markets can be bewildering. Often prices dart about with no discernable pattern. But that's only true in the short-term. Step back far enough, and the chaos fades. The noisy zig-zags give way to a steadier, more recognizable shape.
It's 1979. Finance has a comfortable certainty: investors are rational creatures who calculate risk, weigh probabilities, and choose whatever maximizes their utility.
In 1952, investing advice boiled down to one thing: pick winning stocks. Find the next big company, put your money in, hope it soars
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