IFA.tv provides webcasts explaining the investing strategies of IFA.com and Mark Hebner's new book, Index Funds: The 12-Step Recovery Program for Active Investors. You can watch in HD on your computer at www.IFA.tv, YouTube.com, iTunes and Vimeo. They also will play on the Kindle Fire, Android Devices, iPhones, iTouch, iPads and with AppleTV and Airplay, you can watch in HD on your TV.
Review the first 5 pages of the IFA Brochure.
Then take the Risk Capacity Survey. It will match you to one of 100 Index Portfolios, then IFA will provide its exclusive quarterly email updates on Rebalancing, Tax Loss Harvesting and Glide Path opportunities. To our knowledge, no other advisory firm offers this highly sophisticated computerized system. An Asset Location Strategy will be used to minimize taxes in your portfolio. Tools at IFA include the Retirement Analyzer, College Savings Analyzer, 401k Scorecard and InStream, all of which support wealth planning for clients.
Use the exclusive IFA Index Calculator to compare your existing portfolio to the recommended Index Portfolio.
Open an account at Schwab, Fidelity or TD Ameritrade.
and IFA will provide ongoing services that include:
1. Selection and Monitoring of Investments
2. Emotions Management
3. Provide an Ongoing, Independent and Fiduciary Based Advice
4. Multiple Client Services
5. Rebalancing Advice and Emails
6. Tax Loss Harvesting
7. Performance Reports from Date of Inception
8. A Glide Path Systematic Risk Reduction Program
9. Continuing Education
10. Tax Management and Asset Location Strategies
11. Over 300 Charts, 850 Articles and Data Updates
12. Cash Withdrawal and Deposit Management
13. Overall Wealth Management and Related Referral
14. Alternative Investment Evaluations
and other appropriate services and advice as needed. Clients are advised to hire an independent financial team to maximize their expertise and to reduce conflicts of interest among the team. They should include, at minimum, a Fee-Only Independent Registered Investment Advisor who will act as your fiduciary (like IFA), an Independent Specialized Estate Planning Attorney who is your fiduciary and keeps abreast of changing laws, an Independent CPA who is a tax expert and an Independent Fee-Only Insurance Advisor who acts as your fiduciary.
IFA is a fiduciary for its clients and a fee-only independent financial advisor that provides wealth management by utilizing risk-appropriate, risk-returns-optimized, and tax-managed portfolios of index funds. Learn More - The IFA Brochure - IFA's Position Statement
More About Us
IFA Academic Consultant and Nobel Laureate
NEW: Buy Mark's new revised, updated and condensed
5" x 7" book at amazon for just $7.99, with Foreword by Nobel Laureate Harry Markowitz: IndexFundsBook.com
June 17, 2013: 880. Probability In Motion
June 7, 2013: 879. Buy What, Bernie?
June 5, 2013: 878. Sex, Lies and Ticker Tape
May 29, 2013: 876. The Art of Letting Go
May 29, 2013: 875. Book Review - Modern Principles: Macroeconomics
May 29, 2013: 874. A Stock Picker's Market?
May 23, 2013: 873. Investors Continue to Be Their Own Worst Enemy
May 20, 2013: 871. Stupid Is As Stupid Says
May 20, 2013: 870. What we can learn from a Retiring Market Strategist
May 14, 2013: 866. The Capitalism, Inc. Stock Certificate
May 14, 2013: 865. To Roth or Not to Roth in Your 401(k)?
May 14, 2013: 864. The Never-Ending Pursuit of Alpha – Updated
May 13, 2013: 863. Man vs. Machine: A Battle Best Avoided
May 13, 2013: 862. The Cost of Trading: Seeing the Full Picture
May 13, 2013: 861. The Evolution of Dimensional - David Booth
May 7, 2013: 860. Style Drift on Steroids
May 6, 2013: Smart Sustainable Investing - CNBC.com
May 2, 2013: 859. IFA's Approach to Minimizing Cash Drag
May 1, 2013: 858. Sell in May? Forget about It!
Risk Reward Optimization
Index Funds Advisors, Inc. — 19200 Von Karman Ave., Suite 150 — Irvine, CA 92612
Call Toll Free: 888-643-3133 — Local Phone: 949-502-0050 — Fax: 949-502-0048 — Email:
For several other offices and representative locations, see About Us.