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- 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
- Friedrich von Hayek
- 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 12-Steps Chart Index
Click one of the 12-Step buttons below to go directly to figures and charts from that step:
Step 1: Active Investors
Step 2: Nobel Laureates
Step 3: Stock Pickers
Step 4: Time Pickers
Step 5: Manager Pickers
Step 6: Style Drifters
Step 7: Silent Partners
Step 8: Riskese
Step 9: History
Step 10: Risk Capacity
Step 11: Risk Exposure
Step 12: Invest and Relax
1
Active Versus Passive Investing
2
Why Invest in a Portfolio of Index Funds?
3
Mutual Fund Returns vs. Investor Returns
4
Average Mutual Fund vs Average Fund Investor
5
How Funds Can Earn Big Returns But Still Lose Money
6
Average Equity Fund Investor vs. Indexes
7
Annualized Investor Return vs. Benchmark
8
Average Mutual Fund Retention Rates and Recommended Holding Period
9
Asset Allocation Fund vs Comparative Indices
10
Average Asset Allocation Investor vs. IFA Index Portfolios
17
Top 20 Worst Perfoming Dead Funds
18
Largest Bankruptcies
19
Survivors and Winners of S&P 500 Stocks
20
Equity Returns for Major Companies vs. 5 IFA Index Portfolios and S&P 500 Index
21
Fortune Magazine's Ten Most Admired Companies in 2001 vs IFA Index Portfolios
22
Excellent vs Unexcellent Company Ratio
23
Excellent vs. Unexcellent Company Porfolio Returns
24
Returns of Admired Companies vs. Spurned Ones
25
Odds of Success
26
The Odds of Success Revisited
27
Gross and Net Annual Returns
28
1,446 Large Cap Blend Mutual Funds vs. the S&P 500 Index
29
Passive Beats Active in Equities, No Matter How You Slice It
30
Passive Beats Active in Fixed Income, No Matter How You Slice It
31
Stock Picking Skill Statistically Indistinguishable from Zero
32
Evidence of a Lack of Stock Picking Skill Among Fund Managers
33
NFJ Small Cap Value A Fund's Alpha Relative to Russell 2000 Value Index
34
Statistical Significance of Alpha Among 207 Mutual Funds
35
Legg Mason Value Trust Relative to Russell 1000 Index
36
Yacktman Focus Fund's Alpha Relative to Russell 1000 Value Index
37
Yacktman Fund's Alpha Relative to Russell 1000 Value Index
38
Royce Special Equity
39
Fidelity Contra Fund
40
Longleaf Partners
41
Selected American
42
T Rowe Price Mid-Cap Grth
43
Vanguard PRIMECAP
44
Fidelity Low-Priced Stock
45
Oakmark Select
46
Clipper
47
RS Small Cap Growth
48
Legg Mason Value
49
Gabelli Asset
50
T Rowe Price New Horizons
51
FPA Capital
52
Skyline Special Equities
53
Selected American
54
Sequoia
55
Weitz Partners III
56
Hennessy Focus 30
57
PIMCO Total Return Instl
58
Fidelity Magellan's Alpha over Many Years and Managers
59
Warren Buffett's Alpha: Berkshire Hathaway Relative to Russell 1000 Value Index
60
How Large of a Sample is Needed for Statistical Significance*
61
Number of Years Needed for a Statistical Significant Alpha
62
How to Calculate a t-statistic for Any Data Set
63
Total US Market Research Factor's Alpha Relative to Benchmark
64
Fama/French US HmL Research Factor's Alpha Relative to Benchmark
65
Fama/French Returns of Small Cap Stocks Relative to Large Cap Stocks
66
Fama/French US Small Value's Alpha Relative to Fama/French US Large Growth
67
Statistical Data For the Three Equity Risk Premiums
68
Luck vs Skill Among Mutual Fund Managers
69
Legg Mason Value Trust vs. IFA Index Portfolios
70
Legg Mason Value Trust vs. IFA Index Portfolios
71
Legg Mason Value Trust vs. IFA Index Portfolios
72
Coins and Stocks
73
Short-Term Experience in Dice Rolls
74
Long-Term Experience in Dice Rolls
75
Distribution of Annual Occurences of the Stocks within the S&P 500
76
Distribution of S&P 500 Stocks
77
Distribution of S&P 500 Stocks
78
Distribution of S&P 500 Stocks
79
Distribution of Stocks* in the S&P 500 Annual Return
80
Average Equity Fund Investor vs. Indexes
81
Stories From Blue Chip Companies
82
Stock Picking Skill Statistically Indistinguishable from Zero
83
Luck vs Skill Among Mutual Fund Managers
84
Before and After Hiring Returns of Investment Managers
85
Investment Managers' Performance Before & After Hiring & Firing Decisions
86
Risk Factors Explain Returns in Diversified Equity Portfolios
88
15,172 Recommendations from 237 Market Timing Newsletters
89
Performance of 237 Market Timing Newsletters
90
237 Market Timing Newsletters
91
Average Returns of Market Timing Newsletters
92
The Problem with Market Timing: Missing the Best Days
93
The Allure of Market Timing: Missing the Worst Days
94
Recovery of IFA Index Portfolios and a Simulated SP500 One Year After the 2009 Low
95
Individual Investors: Mean Expected Return of vs. Lagged Return for the S&P 500
96
Investment Professionals: Forecasted Change vs. Prior Change in the S&P 500, 1990-2003
97
The Correlation of 504 Daily Returns of the S&P 500 Index
98
Predictability of Daily Returns for S&P 500 - Based on Previous Day's Returns
99
Predictability of Monthly Returns for S&P 500 - Based on Previous Month's Return
100
Predictability of Annual Returns for S&P 500 - Based on Previous 1-Year Returns
101
Predictability of 2-Year Avg. Returns for S&P 500 - Based on Previous 2-Year Avg. Returns
102
Predictability of 5-Year Avg. Returns for S&P 500 - Based on Previous 5-Year Avg. Returns
103
Predictability of 10-Year Avg. Returns for S&P 500 - Based on Previous 10-Year Avg. Returns
104
Forecast Accuracy: 74% Required to Beat the Market
105
Forecast Accuracy: 74% Required to Beat the Market
106
Batting Averages of Time Pickers
107
How likely is it that one forecast will be correct?
108
Histogram of the Daily Percentage Returns for the S&P 500 for 2012
109
Histogram of the Daily Percentage Returns for the S&P 500 for 2011
110
Histogram of the Daily Percentage Returns for the S&P 500 for 2010
111
Histogram of the Daily Percentage Returns for the S&P for 2009
112
Histogram of the Daily Percentage Returns for the S&P for 2008
113
Histogram of the Daily Percentage Returns for the S&P for 2006
114
Histogram of the Daily Percentage Returns for the S&P for 2004
115
Histogram of the Daily Percentage Returns for the S&P for 2003
116
Histogram of the Daily Percentage Returns for the S&P for 2002
117
Histogram of the Daily Percentage Returns for the S&P for 2001
118
Histogram of the Daily Percentage Returns for the S&P for 2000
119
Histogram of the Daily Percentage Returns for the S&P for 1999
120
Histogram of the Daily Percentage Returns for the S&P for 1998
121
Histogram of the Daily Percentage Returns for the S&P for 1997
122
Monthly Returns of the S&P 500
124
How Many of Top 100 Funds Remain in the Top 100 the Following Year?
125
Mutual Fund Manager Ratings
126
Before and After Hiring Returns of Investment Managers
127
Before and After Hiring Returns of Investment Managers
128
Before and After Hiring Returns of Century Small Cap Select (CSMCX)
129
Before and After Hiring Returns of Century Small Cap Select (CSMCX)
130
Before and After Hiring Returns of Century Small Cap Select (CSMCX)
131
Before and After Hiring Returns of EuroPacific Growth (AEPGX)
132
Before and After Hiring Returns of EuroPacific Growth (AEPGX)
133
Before and After Hiring Returns of EuroPacific Growth (AEPGX)
134
Investment Managers' Performance Before & After Hiring & Firing Decisions
135
Investment Managers' Performance Before & After Hiring & Firing Decisions
136
Results of Manager Picking by Plan Sponsors
137
NACUBO Endowments vs. Comparable Asset Allocations of the IFA Index Portfolios
138
2007 NACUBO Endowment 1-Yr Annlz'd Returns vs. IFA Comparable Index Portfolios*
139
2007 NACUBO Endowment Study 3-Yr Returns vs. IFA Comparable Index Portfolios*
140
2007 NACUBO Endowment Study 5-Yr Returns vs. IFA Comparable Index Portfolios*
141
2007 NACUBO Endowment 10-Yr Annlz'd Returns v. IFA Comparable Index Portfolios*
142
Harvard and Yale Endowments vs. IFA Index Portfolio 100
143
Yale University Endowment vs IFA Index Portfolio 100 and the S&P 500
144
Value Gained or Lost When Moving Assets From One Manager to Another
145
Cash Flows Between Money Managers
146
Above Median Returns of Mutual Funds for the Recent 1-Year vs Prior 1-Year
147
Above Median Returns of Mutual Funds for the Recent 3-Years vs Prior 3-Years
148
Above Median Returns of Mutual Funds for the Recent 5-Years vs Prior 5-Years
149
Above Median Returns of Mutual Funds for the Recent 10-Years vs Prior 10-Years
150
Persistence in 5-Yr Performances of 245 Mutual Funds
151
Persistence in 5 Year Performances of 800 Mutual Fund Managers
152
Persistence in 5 Year Performances of 800 Mutual Fund Managers
153
Initial and Subsequent Performance of Top 30 Mutual Funds
154
Standard & Poor's Indices Versus Active Funds Scorecard (SPIVA)
155
Percentage of Funds Remaining in the Top Half of Their Peers
156
Top Ten Mutual Fund Rankings
157
2005 Top Ten Managers and Subsequent Performance
158
2006 Top Ten Managers and Subsequent Performance
159
2007 Top Ten Managers and Subsequent Performance
160
The Percentage of Underperformance
161
Estimated Average Expected Return Over Market Return for IFA Index Portfolio 90
162
How Large of a Sample is Needed for Statistical Significance*
163
Number of Years Needed for a Statistical Significant Alpha
165
Style Drift of Fidelity Magellan Fund
166
Relative Style Purity of IFA Large Company Index
167
Style Drift of American Funds Growth Fund of America A
168
Style Drift of American Funds Growth Fund of America A (Int)
169
Style Drift of Fidelity Contrafund
170
Style Drift of Legg Mason Value Trust (LMVTX)
171
Style Drift of Legg Mason Value Trust (LMVTX)
172
Style Drift of Vanguard S&P 500 Index Fund
173
Style Drift of Vanguard Explorer
174
Style Drift of Franklin Flex Cap Growth Fund
175
Style Drift Among Mutual Funds vs Fama/French Indexes
176
Annual Returns of 20 IFA Index Portfolios and Sim. SP500 Since 1928
177
Annual Returns of 15 IFA Asset Class Indexes
178
Style Drifters: Can You Pick the Next Asset Class Winner? Rewind/Play:
179
Style Drifters: Can You Pick the Next Industrial Sector Winner? Rewind/Play:
184
Value Lost to Taxes
185
Ending Values of the Average Equity Fund vs Index Fund
186
Equity Fund vs Market Index Fund
187
Pre-Tax and After-Tax Growth of $10,000
188
Tax Advantage of DFA Funds vs Asset Class Average
189
Tax Advantages of IFA Index Portfolios vs. Morningstar Comparable Categories
190
Turnover Ratio of Various Funds
191
Tax Managed Funds in Taxable Accounts vs. Non Tax Managed Funds
192
Tax Managed Funds in Taxable Accounts vs. Non Tax Managed Funds
193
Tax Managed Funds in Taxable Accounts vs. Non Tax Managed Funds
194
Bell-Shaped Curve Showing Standard Deviations
195
Why Diversify? Stocks vs. Indexes
196
High Volatility: IFA Index Portfolio 100
197
Low Volatility: IFA Index Portfolio 10
198
Probability Distribution of Two Dice
199
High Volatility Portfolio: Distribution of Monthly Returns
200
Low Volatility Portfolio: Distribution of Monthly Returns
201
Mean and Non-Mean Reverting Outcomes
202
Probability Distribution
203
Concentration Risk: Indexes vs. One Stock
204
Diversification, Risk, and Expected Return
205
Dimensions of Stock Returns
206
Average Annual Returns of the Fama French Three Factor Model
207
Risk Factors Explain Returns in Diversified Equity Portfolios
208
Market Risk Factor for U.S. Equities
209
Size Risk Factor for U.S. Equities
210
Value Risk Factor for U.S. Equities
211
Motorola vs Hormel: Growth of a Dollar
212
Relationship Between Risk Factors and Expected Return
213
Estimated Average Expected Return Over Market Return for IFA Index Portfolio 90
214
The Fama and French Five Factor Model
215
Large, Small, Value & Growth Indexes Around the World
216
Does It Pay to Extend Bond Maturities Beyond 5 Yrs Considering a Risk Budget?
217
Term Risk Factor for Fixed Income
218
Default Risk Factor for Fixed Income
219
The Fama French Five Risk Factors - Average Annual Returns and Risks
220
Risk Return Scatter Plot of the Fama French Five Risk Factors
221
Evidence of a Lack of Stock Picking Skill Among Fund Managers
222
Fama and French U.S. Equity Indexes
223
Roller Coaster of Risk and Return
224
Roller Coaster of Risk and Return for IFA Index Portfolios and IFA Indexes
225
Monthly Returns of IFA Index Portfolios
226
Quarterly Returns of IFA Index Portfolios
227
Annual Returns of IFA Index Portfolios
228
Positive vs. Negative Returns in Various Time Periods
235
Time Series Construction of the IFA Indexes
236
Annual Returns of 15 IFA Asset Class Indexes
237
The Market's Response to Crisis
238
Growth of a Dollar for IFA U.S. Indexes Over the Long Term
239
Market Turmoil and the Dow Jones Industrial Average
240
Recessions and Unemployment
241
Recessions and Unemployment
242
Recessions and Unemployment
243
Recessions and Unemployment
244
Recessions and Unemployment
245
Relationship Between Equity Returns and Economic Freedom Rank
246
Risk vs Reward for 18 Developed Countries
247
Equity Returns According to Economic Freedom Rank
248
Economic Freedom and Stock Returns
249
Large, Small, Value & Growth Indexes Around the World
250
Risk and Return of 20 IFA Index Portfolios and S&P 500 Index
251
Risk and Return of Various Indexes
252
Annualized Returns of Various Indexes
253
Various Asset Class Returns
254
Private Equity Strategies
255
Average Annualized Returns of US Private Equity and IFA Indexes
256
Recovery of IFA Index Portfolios and S&P 500 Index
257
The Lost Decade? IFA Index Portfolios versus S&P 500 Index
258
Correlation Matrix for 15 IFA Indexes
259
Average Return of Fama/French Three Risk Factors
278
General Asset Allocation of IFA Index Portfolios
279
Concentration Risk: Indexes vs. One Stock
280
Changing Global Market Shares
281
Investment Advisors' Ratings of Fund Companies
282
Average Annual Returns of the Fama French Three Factor Model
283
Risk Factors Explain Returns in Diversified Equity Portfolios
284
Vanguard vs Dimensional Funds: Annualized Returns in Each Category
285
Vanguard Funds vs. Dimensional Funds in IFA Index Portfolios
286
Vanguard Target Retirement Funds vs. IFA Index Portfolios on Glide Path
287
iShares ETFs vs. Dimensional Funds in IFA Index Portfolios
288
Sample Schwab Index Portfolios vs. IFA Index Portfolios
289
Sample Fidelity Index Portfolios vs. IFA Index Portfolios
290
Sample T. Rowe Price Index Portfolios vs. IFA Index Portfolios
291
Fidelity Freedom Funds vs. IFA Index Portfolios on Glide Path
292
Dimensional Fund Advisors (DFA) Performance Against Conventional Benchmarks
293
20 Dimensional Mutual Fund Portfolios vs 20 Dimensional Index Portfolios
294
Risk Return Scatter Plot of IFA Index Portfolios and IFA Indexes
295
Distribution of Monthly Returns of IFA Index Portfolios and Sim. SP500
296
Annual Returns of 20 IFA Index Portfolios and Sim. SP500 Since 1928
297
Trade Size vs. Transaction Costs of Corporate and Municipal Bonds
304
Emotions of Rebalancers
305
Percentage of Months Asset Class Beats S&P 500 Index by 3% or More
306
The Value of Human and Financial Capital on the Glide Path Over a Lifetime
307
People and Portfolios: IFA's Glide Path for Retirement Success
308
Vanguard and S&P Target Dates vs IFA Target Date Index Portfolios
- 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
- Friedrich von Hayek
- 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
Index Funds Advisors, Inc. All rights reserved.
Backtested Performance Info | Terms of Use | IMPORTANT DISCLOSURES
Backtested Performance Info | Terms of Use | IMPORTANT DISCLOSURES
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: 
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