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new "Mark Hebner's magnificent book presents solid financial theory and practice wrapped in an elegant package."
 - Harry Markowitz Ph.D., Nobel Laureate in Economics, “Father of Modern Portfolio Theory," Professor of Economics at University of California at San Diego, author of Portfolio Selection: Efficient Diversification of Investments as well as numerous other books, articles and papers.

"...an incredibly handsome and wise book. We must be near a "tipping point" of passive over active. Perhaps Hebner's book will mark the moment. Congratulations!"
- John C. Bogle, Founder and Past CEO of The Vanguard Group

Read more about the book...

Buy from Amazon

New to IFA?  Start Here:

1 Take the Risk Capacity Survey. It will match you to one of 20 Index Portfolios.

2 Use the IFA Risk/Return Calculator to BENCHMARK your current portfolio to the Index Portrfolio recommended at the end of the Risk Capacity Survey.

3 Open an account at Schwab, Fidelity or TD Ameritrade and IFA will provide ongoing advice on optimal index allocations, rebalancing, tax loss harvesting, performance and tax reporting, education, and evaluation of other investment strategies. IFA is a DFA approved advisor and typically advises clients to invest in Dimensional Fund Advisors (DFA) index mutual funds. IFA is a fee-only advisor and does not receive any form of compensation from any index funds or investment products.

3 Discover the IFA Difference:
aIFA vs iShares (ETFs) (IFA's concern)new
aIFA vs Vanguard new
a IFA vs Various Indexes
aIFA vs Pre-Client Portfolios
aIFA vs Warren Buffett more:(1)(2)
aIFA vs Cramer
aIFA vs Bill Miller
aIFA vs American Funds
aIFA vs Pimco
aIFA vs Actively Managed Funds
aActual vs Advertised

Since we have had significant market volatility lately, it would be beneficial for investors to pay special attention to Step 4: Time Pickers of our 12-Step Program for Active Investors, which outlines the failure of managers who try to dart in and out of markets in attempts to cheat risk and obtain market beating returns. (see this pdf ). Capitalism is amazingly resilient, don't give up.

Listen to Step 4: Time Pickers Download 12 Steps - 04.mp3
This step is especially helpful in understanding our purely passive indexing strategy.  This step and others will explain the advantages of looking at your investments over a time horizon that is appropriate for you, while tuning out the daily ebbs and flows of market volatility. 

I hope that you will embark on a path to earn the highest expected returns for your level of risk, by investing in a low-cost, tax-efficient, risk-controlled and globally diversified portfolio of index funds (see an example: Index Portfolio 50). Our strategy does not involve the close monitoring of the hourly, daily, or weekly ups and downs of the market. Instead, we focus cost controls, risk maintenance, minimizing taxes, and having our eyes squarely fixed on the prize that comes from an investment in global capitalism over the appropriate time horizon for you.   If you have a question about your time horizon or other dimensions of your risk capacity, please give us a call at 888-643-3133.

quote


The Speculation Blues

All About Hedge Funds
and Private Equity

An IFA Perspective:

The Hebner Model: Why Prices Change - hebnermodel.com

(Enlarge Painting)
The job of the free market is to set prices so that investors are compensated for the risk they bear. (Read more...)

Nobel Laureate Harry Markowitz:

Index Funds: The Musical - 35 mins - HD

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Nov. 10, 2009 -new Sameer Desai, from India, weighs in on Index Funds and how the same market principals apply to India. (See the review on Amazon.com)

Nov. 10, 2009 - new Mark Hebner lectures on Big Losses, Big Government and Your Investments

Nov. 3, 2009 - new A New Chart from the IFA Media Lab - People and Portfolios - The Glide Path of Life: transitioning from living off of your labor (Human Capital = the present value of your future earnings) to living off your savings or Financial Capital. Are you on track?

Oct. 28, 2009 - new Is Buy and Hold Dead? “I’m sure there are well in excess of 100 independent reasons [to invest in index funds]”. - Jason Zweig

Oct. 20, 2009 - new Luck versus Skill: In a random distribution, it can only be luck.

Oct. 15, 2009 - new How Randomness Rules Your Life (and your portfolio):

October & Daily YTD 2009


Oct 10, 2009 - new “The overwhelming number of investors, individual and institutional, should be completely in low-cost index funds because that’s easy to understand.” - David Swensen, Chief Investment Officer, Yale University Endowment, Lunch with the FT
David Swensen

Oct. 8, 2009 - new The Fired Beat the Hired? Tech|Ticker


Oct. 7, 2009 -
Randomness is a beautiful thing...

Oct 5, 2009 - new Behavioral Biases and Investment Implications, Scott Bosworth, DFA

Sept. 30, 2009 - new
Good Things Come to Those Who Wait - by DFA Trader John Romiza

Sept. 30, 2009 - new Government Intervention and Stock Returns, by Weston Wellington

Sept. 30, 2009 - new Eugene Fama Interview - Also, a lecture on Efficient Markets.

Eugene Fama

Dan Solin's New Book:

Sept. 16, 2009 - new New Blog: Wall Street Packages Luck and Sells It as Skill, by Dan Solin

August 1, 2009 - IFAart.com, because a picture is worth a thousand words."

July 30, 2009 - Probability Machines, - Because: "The probable is what usually happens." - Aristotle (384-322 B.C.) see bellshapedcurve.com

July 27, 2009 - The Bell Curve

See more videos at .com

Hedge Funds and Private Equity Info

View What's New Archives


Risk Reward Optimization Chart
The charts below include 20 efficient indexfolios and 19 indexes shown with data from 1 to 81 year periods. Click HERE to view all the charts in the "CHART SELECTION MENU" separately on one page.

Index Portfolios:
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