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- One Hundred IFA Index Portfolios
- IFA Index Portfolio 10
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- IFA Index Portfolio 70
- IFA Index Portfolio 80
- IFA Index Portfolio 90
- IFA Index Portfolio 100
- Disclosures for Backtested Performance
- 12-Steps:
- Step 1
Step 1: Active Investors
Definitions
Problems
- 1.3.1 Active Investors are Everywhere
- 1.3.2 Active Investors are Gamblers
- 1.3.3 Active Investors Lose
- 1.3.4 The Poor Accounting of Active Investors
- 1.3.5 Stock Market Prices are Random
- 1.3.6 Stock Markets are Efficient
- 1.3.7 When Risk Capacity is not Matched with Risk Exposure
- 1.3.8 The High Cost of Turnover
- 1.3.9 The Emotional Stress of Active Investing
- 1.3.10 More than 1,500 Investors can be Wrong
- Step 2
Step 2: Nobel Laureates
Definitions
Solutions
- Alfred Nobel
- Blaise Pascal
- Edmund Halley
- Adam Smith
- Louis Bachelier
- Alfred Cowles
- Harry Markowitz
- James Tobin
- Frank Modigliani
- Merton Miller
- William Sharpe
- Paul Samuelson
- Eugene Fama
- Michael Jensen
- Rex Sinquefield
- Burton Malkiel
- John Bogle
- David Booth
- Kenneth French
- Who Do You Trust?
- Market Forces: May They Be With You
- Step 3
Step 3: Stock Pickers
Definitions
Problems
- 3.3.1 Why Stock Pickers Fail
- 3.3.2 The Stock Picker’s Graveyard
- 3.3.3 Incubator Funds
- 3.3.4 Studies and Observations that Show the Daunting Odds of Stock Picking
- 3.3.5 Stock Pickers and Coin Flippers
- 3.3.6 Stock Pickers are Focused on Short Term
- 3.3.7 Stock Pickers are Style Drifters
- 3.3.8 Stock Pickers are Looking for a Needle in a Haystack
- 3.3.9 Stock Pickers Play a Zero Sum Game
- 3.3.10 Stock Pickers in International Markets
- 3.3.11 Stock Pickers in Small-Cap Markets
- 3.3.12 Stock Pickers Pay More Taxes
- 3.3.13 Stock Picking Gurus and Their Real Records
- 3.3.14 Stock Pickers Don’t Want You to Know the Truth
- Step 4
Step 4: Time Pickers
Problems
- Step 5
Step 5: Manager Pickers
Problems
- Step 6
- Step 7
Step 7: Silent Partners
- Step 8
Step 8: Riskese
Definitions
- 8.2.1 Standard Deviation
- 8.2.2 Probability Distributions and Histograms
- 8.2.3 Mean Reversion
- 8.2.4 Expected Return
- 8.2.5 Rolling Period Returns
- 8.2.6 Risk
- 8.2.7 The Dimensions of Stock Return
- Market Risk Factor
- Size Risk Factor
- Value Risk Factor
- Term Risk Factor
- Default Risk Factor
- 8.2.8 Implications of the Fama/French Three-Factor Model
- 8.2.9 Time Diversification of Risk
Problems
- Step 9
Step 9: History
- Step 10
Step 10: Risk Capacity
Definitions
Problems
- Step 11
Step 11: Risk Exposure
Definitions
Problems
Solutions
- 11.4.2 Index Mutual Funds Earn more Return and Eliminate more Risk
- 11.4.3 The Most Efficient Funds on the Market
- Small Cap Strategy
- U.S. Small-Cap Strategy
- U.S. Micro-Cap Strategy
- Value Strategies
- U.S. Small-Cap Value Strategy
- U.S. Large-Cap Value Strategy
- Real Estate Securities Strategy
- U.S. Large Company Strategy
- Developed International Markets
- Emerging Markets
- Fixed Income
- 11.4.4 Are Commodities Worth the Risk?
- 11.4.5 Matching People with Portfolios
- Step 12
Step 12: Invest and Relax
Definitions
- 12.2.1 Registered Investment Advisers
- 12.2.2 Dimensional Fund Advisors
- 12.2.3 Rebalancing Portfolios
- 12.2.4 Rebalancing Formula
- 12.2.5 Tax Loss Harvesting
- 12.2.5a Mutual Fund Distributions
- 12.2.5b Cash Withdrawal Considerations
- 12.2.6 Financial Advice
- Estate Planning
- Insurance
- Accounting and Tax Advice
- Investment Advisors
- Life Planning
- The Glide Path of Life and Your IFA Index Portfolio
- Retirement Planner
Problems
- 12.3.1 Active Investors Procrastinate
- 12.3.2 Active Investors "Go It Alone"
- 12.3.3 The Media Wants Investors to Worry
- Asset Allocation
- Minimization of Investment Costs
- Minimization of Taxes
- Reliable Investment Performance
- A Simple and Understandable Investment Strategy
- An Easier Way to Track Investment Performance
- Increased Leverage and Compounding
of Investment Wealth - Invest like Institutional Investors
IFA.tv provides webcasts explaining the investing strategies of IFA.com and Mark Hebner's 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. The Roku Channel is coming soon.
IFA.tv Shows:
13. Index Funds: The 12-Step Recovery Program for Active Investors - The New Condensed Book
12: IFA 401K
11: Faces of Dimensional: Kahne Krause, Gerard O'Reilly and Bryce Skaff.
10. 401(k)orner
9. Riskese
8. Year in Review
7. Smart Money Management
6. Predict the Future of Your Investments?
5. Active vs. Passive
4. History Counts
3. The Trouble With Manager Picking
2. The Proper Way to Invest
1. Welcome to www.IFA.tv
1. Schwab Login - Deposit Slip
2. Fidelity Login - Deposit Slip
3. TDA Login - Deposit Slip - Retirement Account Deposit Slip
4. Sample IFA Client Reports
5. Web and Book Reviews
6. IFA Gift Store
7. Jobs at IFA - ifa.jobs
8. IFA Admin Login
9. Advisor Network Members
10. HebnerModel.com
11. IFAart.com
12. New Condensed Book
13. More Links & Quick Domains
Discover the IFA Difference:
IFA vs State Pension Plans
IFA vs iShares (ETFs) (concerns)
IFA vs Commodities
IFA/DFA vs IFA/Vanguard
IFA vs Fidelity Magellan
IFA vs 2001 Most Admired
Hedge Funds and Private Equity
Why IFA recommends DFA
Take the Risk Capacity Survey. It will match you to one of 100 Index Portfolios, then IFA will offer to put you on the Glide Path.
An Asset Location Strategy will be used to minimize taxes in your portfolio. Your IFA advisor will review and guide you through this process.
Use the 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:
1. Emotions Management
2. Fiduciary Duty
3. Ongoing Advice
4. Client Services
5. Rebalancing
6. Tax Loss Harvesting
7. Performance Reports
8. Glide Path
9. Continuing Education
10. Tax Management
11. Chart and Data Updates
12. Cash Withdrawal and Deposit Management
13. Wealth Management
14. Alternative Investment Evaluations
and other services and advice as needed. As to what is often called financial planning, 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.
Index Funds Advisors, Inc.
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
 Mark Hebner IFA President More About Us |
 Harry Markowitz IFA Academic Consultant and Nobel Laureate |
NEW Buy Mark's new revised, updated and condensed
5" x 7" book, with Foreword by Nobel Laureate Harry Markowitz: indexfundsbook.com
Feb 02, 2012 Carnival of Passive Investing - Business Insider
Jan 31, 2012
The Hedge Fund Mirage: The Illusion of Big Money and Why It’s Too Good to Be True
Jan 28, 2012 New on IFA.tv: Show 12: Sarah Simoneaux on IFA 401(k) and Show 13: The New Condensed Book
Jan 27, 2012 What You Can Learn From Suze Orman's Mistakes
Jan 25, 2012 Dirty Tricks Brokers Use to Get Your Business
Jan 20, 2012 The Right Focus Can Improve Your 2012 Returns
Jan 19, 2012 IFA.tv - Faces of Dimensional
Jan 19, 2012 Embrace Uncertainty
Jan 19, 2012 Hedge of Darkness
Jan 19, 2012 Problems with Private Equity Performance
Jan 18, 2012 Year of the Yo-Yo - The New Yorker
Jan 12, 2012 Tilting Towards Small Cap Stocks: Is It Still Worthwhile?
Jan 12, 2012 Is Your Brain a Barrier to Smart Investing? - mintlife.com
Jan 11, 2012 Take Steps Now to Help Build a Retirement Nest Egg - Matt Krantz, USA Today
Jan 11, 2012 Inefficient, Schminefficient - WSJ article
Jan 11, 2012 2011 Winners Can Make You a 2012 Loser
Jan 10, 2012
Active Mutual Funds Stink Worse Than Ever - Forbes
Jan 09, 2012
Year-End Review
Jan 09, 2012
2011: Markets and Economies Around the World
Jan 05, 2012 The Best and Worst Sources of Financial Advice
Jan 05, 2012 Two and Twenty: So how's that working for you? The Underperformance of Hedge Funds
Jan 04, 2012
Einstein’s Theory… of Investing
..................................................
What's New at IFA Archives
- See More Dynamic Charts in this Drop Down Menu ▼
- 1. Risk Reward Optimization
- 2. Stocks vs. Indexes: 35 Yrs
- 3. Distribution of Monthly Returns
- 4. Roller Coaster of Risk & Return: 50 Yrs
- 5. High-Avg-Low Rolling Period: 50 Yrs
- 6. IFA vs. Vanguard with IFA Weights
- 7. Simulated Passive Investor Experiences (SPIEs)
- 8. Explanation of SPIEs
- 9. Time Diversification: 50 yrs
- 10. Positive vs. Negative Returns
- 11. Normal Distribution of Portfolios
- 12. IFA Index Comparisons
- 13. IFA Index Portfolio Comparisons
- 14. People and Portfolios
- 15. Periodic Table of Indexes
- 16. Can You Pick the Next Industrial Sector Winner?
- 17. Can You Pick the Winning Country?
Risk Reward Optimization
Watch a few videos from over 100 videos on the IFA YouTube channel, which can be viewed at www.ifatube.com.
- Home
- Risk Capacity Surveys
- Calculators
- Retirement Analyzer
- Chart Index
- Open an Account
- 401(k) Plans
- About Us
- Contact Us
- IFA.tv
- IFA Films
- Books
- IFAtube
- IFARadio
- Blog
- Podcast
- Quotes
- Quotes of the Week
- Archives
- Articles
- FAQs
- Papers
- Links
- One Hundred IFA Index Portfolios
- IFA Index Portfolio 10
- IFA Index Portfolio 20
- IFA Index Portfolio 30
- IFA Index Portfolio 40
- IFA Index Portfolio 50
- IFA Index Portfolio 60
- IFA Index Portfolio 70
- IFA Index Portfolio 80
- IFA Index Portfolio 90
- IFA Index Portfolio 100
- Disclosures for Backtested Performance
- 12-Steps:
- Step 1
Step 1: Active Investors
Definitions
Problems
- 1.3.1 Active Investors are Everywhere
- 1.3.2 Active Investors are Gamblers
- 1.3.3 Active Investors Lose
- 1.3.4 The Poor Accounting of Active Investors
- 1.3.5 Stock Market Prices are Random
- 1.3.6 Stock Markets are Efficient
- 1.3.7 When Risk Capacity is not Matched with Risk Exposure
- 1.3.8 The High Cost of Turnover
- 1.3.9 The Emotional Stress of Active Investing
- 1.3.10 More than 1,500 Investors can be Wrong
- Step 2
Step 2: Nobel Laureates
Definitions
Solutions
- Alfred Nobel
- Blaise Pascal
- Edmund Halley
- Adam Smith
- Louis Bachelier
- Alfred Cowles
- Harry Markowitz
- James Tobin
- Frank Modigliani
- Merton Miller
- William Sharpe
- Paul Samuelson
- Eugene Fama
- Michael Jensen
- Rex Sinquefield
- Burton Malkiel
- John Bogle
- David Booth
- Kenneth French
- Who Do You Trust?
- Market Forces: May They Be With You
- Step 3
Step 3: Stock Pickers
Definitions
Problems
- 3.3.1 Why Stock Pickers Fail
- 3.3.2 The Stock Picker’s Graveyard
- 3.3.3 Incubator Funds
- 3.3.4 Studies and Observations that Show the Daunting Odds of Stock Picking
- 3.3.5 Stock Pickers and Coin Flippers
- 3.3.6 Stock Pickers are Focused on Short Term
- 3.3.7 Stock Pickers are Style Drifters
- 3.3.8 Stock Pickers are Looking for a Needle in a Haystack
- 3.3.9 Stock Pickers Play a Zero Sum Game
- 3.3.10 Stock Pickers in International Markets
- 3.3.11 Stock Pickers in Small-Cap Markets
- 3.3.12 Stock Pickers Pay More Taxes
- 3.3.13 Stock Picking Gurus and Their Real Records
- 3.3.14 Stock Pickers Don’t Want You to Know the Truth
- Step 4
Step 4: Time Pickers
Problems
- Step 5
Step 5: Manager Pickers
Problems
- Step 6
- Step 7
Step 7: Silent Partners
- Step 8
Step 8: Riskese
Definitions
- 8.2.1 Standard Deviation
- 8.2.2 Probability Distributions and Histograms
- 8.2.3 Mean Reversion
- 8.2.4 Expected Return
- 8.2.5 Rolling Period Returns
- 8.2.6 Risk
- 8.2.7 The Dimensions of Stock Return
- Market Risk Factor
- Size Risk Factor
- Value Risk Factor
- Term Risk Factor
- Default Risk Factor
- 8.2.8 Implications of the Fama/French Three-Factor Model
- 8.2.9 Time Diversification of Risk
Problems
- Step 9
Step 9: History
- Step 10
Step 10: Risk Capacity
Definitions
Problems
- Step 11
Step 11: Risk Exposure
Definitions
Problems
Solutions
- 11.4.2 Index Mutual Funds Earn more Return and Eliminate more Risk
- 11.4.3 The Most Efficient Funds on the Market
- Small Cap Strategy
- U.S. Small-Cap Strategy
- U.S. Micro-Cap Strategy
- Value Strategies
- U.S. Small-Cap Value Strategy
- U.S. Large-Cap Value Strategy
- Real Estate Securities Strategy
- U.S. Large Company Strategy
- Developed International Markets
- Emerging Markets
- Fixed Income
- 11.4.4 Are Commodities Worth the Risk?
- 11.4.5 Matching People with Portfolios
- Step 12
Step 12: Invest and Relax
Definitions
- 12.2.1 Registered Investment Advisers
- 12.2.2 Dimensional Fund Advisors
- 12.2.3 Rebalancing Portfolios
- 12.2.4 Rebalancing Formula
- 12.2.5 Tax Loss Harvesting
- 12.2.5a Mutual Fund Distributions
- 12.2.5b Cash Withdrawal Considerations
- 12.2.6 Financial Advice
- Estate Planning
- Insurance
- Accounting and Tax Advice
- Investment Advisors
- Life Planning
- The Glide Path of Life and Your IFA Index Portfolio
- Retirement Planner
Problems
- 12.3.1 Active Investors Procrastinate
- 12.3.2 Active Investors "Go It Alone"
- 12.3.3 The Media Wants Investors to Worry
- Asset Allocation
- Minimization of Investment Costs
- Minimization of Taxes
- Reliable Investment Performance
- A Simple and Understandable Investment Strategy
- An Easier Way to Track Investment Performance
- Increased Leverage and Compounding
of Investment Wealth - Invest like Institutional Investors
|
