Can your financial advisor claim to have all this backing them up?
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.
Mark Hebner summarizes the market's performance during the fourth quarter of 2024 and demonstrates the difficulty in picking the next asset class winner.
Learn the story of Index Fund Advisors, and how IFA has helped so many people invest and relax.
Mark Hebner and Wes Long talk to Apollo Lupescu about various topics in a town hall format in this 2024 Q4 Market Review.
One of the best ways to invest is to use a globally diversified and low cost portfolio of index funds, either mutual or exchange traded that simply track several markets around the world.
Learn why holding concentrated positions in a few big stocks can hurt your portfolio performance and increase investment risk.
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
Discover whether capital market assumptions are reliable tools for setting expectations or if they fall short in predicting future returns.
Here is a comprehensive list for 2025 of key changes in Social Security, Medicare, retirement plans, educational grants and taxes, among others.
Learn why speculating on market winners after elections might not improve your portfolio performance or predict future returns.