What's New Archive

 

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 21, 2013: 872. Recent Enhancements to Small Cap Investment Strategies

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: 869. Memo from the 99% to Goldman: Keep Your Hedge Funds!

May 15, 2013: 868. When Is the Right Time to Take Social Security Benefits?

May 15, 2013: 867. Save Yourself the Headache…And The Hole in Your Wallet!

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 8, 2013: Ask Matt: How much do I invest to pay for college? - USA Today

May 7, 2013: 860. Style Drift on Steroids

May 6, 2013: Smart Sustainable Investing - CNBC.com

May 2, 2013:
IFA's Approach to Minimizing Cash Drag

May 1, 2013: Sell in May? Forget about It!

May 1, 2013: You Have to Be in Gold - Weston Wellington

Apr. 30, 2013: The Rule of 72: A Mathematical Thing of Beauty

Apr. 30, 2013: The Matrix Book: A DFA Tradition

Apr. 29, 2013: Gold: And Then There's The Downside!

Apr. 26, 2013: F.A. Hayek: A Progenitor of Market Efficiency

Apr. 26, 2013: The 12-Step Recovery Program for Retirement Gamblers

Apr. 26, 2013: Smart Sustainable Investing

Apr. 23, 2013: College Savings Analyzer

Apr. 22, 2013: The amazing book has never been available to the public. For the first time in 30 years... here it its: The DFA Matrix Book 2013

Apr. 17, 2013: Taking Stock of the STOCK Act

Apr. 16, 2013: Vanguard Makes the Case for Indexing

Apr. 15, 2013: The Misuse of ETFs and Index Funds

Apr. 12, 2013: Another Arithmetic Lesson from William Sharpe

Apr. 11, 2013:Saving for College: Addressing a Significant Financial Challenge (Third of a Three Part Series)

Apr. 4, 2013: 1Q/2013: The Quarter in Review

Apr. 4, 2013: Running to Stand Still

Apr. 3, 2013: "We're Only Human" – A Look Inside the Psychology of Investor Behavior

Apr. 3, 2013: What's a Mother to Do?

Apr. 1, 2013: Active vs. Passive: 2012 Standard & Poor's Update

Apr. 1, 2013: Momentum: A Fourth Factor

Apr. 1, 2013: Index Funds Day!

Mar. 27, 2013: Hedge Funds: A Deeper Look into their Returns

Mar. 21, 2013: CalPERS™ Continued Setbacks Might Lead to Greener Pastures For Everyone!

Mar. 20, 2013: Index Funds are Parasitic? That's a New One!

Mar. 20, 2013: SAC Capital Sets a New Record, but Not One to Boast About

Mar. 18, 2013: Saving for College: Addressing a Significant Financial Challenge (Second of a Three Part Series)

Mar. 14, 2013: Expensive Mistakes

Mar. 13, 2013: Dow 20,000? Not Quite Yet!

Mar. 12, 2013: What Is Your Fund's Active Share, and Should You Care?

Mar. 9, 2013: IFAsustainable.com: We are passionate about providing a clear alternative for investors who want to include sustainable and forward-thinking strategies into a research based, time-tested investment approach.

Mar. 8, 2013: Northern Exposure: Short-Sighted by Brad Steiman

Dec. 26, 1983
(Yes, that is the correct date... almost 30 years ago) Fortune Magazine: Can you beat the stock market? This well written and thought provoking article does a good job discussing the risk factors that impact stock market returns. DFA started in 1981, so it interesting they are mentioned in this 1983 article as "a hot new fund group." For 2010 and 2011, DFA ranked number 1 for Advisor Loyalty. As a follow up to this article, we suggest: Fortune Kookie and Warren Buffett, Market Efficiency and the Disappearance of Alpha.

Mar. 5, 2013: Happy 14th Birthday IFA!

Mar. 2, 2013
Papers Cited in IFA's Investment Policy Statement

Mar. 2, 2013 The new video for Mark Hebner's Book, Index Funds

Mar. 2, 2013
Isn't It Ironic

Feb. 14, 2013
Betting against the House - Weston Wellington

Feb. 11, 2013 Unrealized Capital Gains vs. Investment Gains: An Important Distinction - Jay Franklin

Feb. 5, 2013 Betting Against Buffett: So Far Not So Good - Jay Franklin

Feb. 1, 2013 The Other Side of Value: The Gross Profitability Premium Robert Novy-Marx - "While traditional value strategies finance the acquisition of inexpensive assets by selling expensive assets, profitability strategies exploit a different dimension of value, financing the acquisition of productive assets by selling unproductive assets. Because the two effects are closely related, it is useful to analyze profitability in the context of value."

Jan. 31, 2013 Top RIA's Top Business Model: Keep Your Hands Off! - Mark Hebner says a high-quality passive approach will boost clients' financial performance and lead to a more fruitful long-term relationship

Jan. 23, 2013 What Some People Will Do to Beat the Market! - Jay Franklin

Jan. 22, 2013 An Explanation of IFA's New Tagline

Jan. 20, 2013 Warren Buffett's Advice: Buy Index Funds

Jan. 18, 2013 Jack Bogle on CNBC

Jan. 15, 2013 7 Reasons Why Bond Ladders Are Bad for Investors

Jan. 15, 2013 This Cat Can Pick Stocks Better Than Most Investment Managers

Jan. 15, 2013 Amateur Investors Are 3.2 Percent Worse Than Chimpanzees At Picking Stocks

Jan. 15, 2013 10 Questions About Investing In Index Funds: An Interview With Mark Hebner

Jan. 11, 2013 2012: Another Dismal Year for Active Managers and Market Predictors

Jan. 11, 2013 IFA's Concerns with Laddered Bond Portfolios

Jan. 10, 2013 Bond Investing: Laddered or Individual Bonds versus Passive Bond Funds - Crowdsource: Dr. Stephen Messana of Flint, Michigan. If you have a good article to contribute to ifa.com, please send it us.

Jan. 7, 2013 2012: The Year It Didn't Happen - Weston Wellington

Jan. 5, 2013 15 Amazing Charts and Tables Updated for Year End 2012

Jan. 5, 2013
The IFA Index Calculator: 1928-2012, 85 Years, or 1,020 Months of 140 IFA Index Portfolios; and 20 IFA Indexes, a total of 142,800 Monthly Returns - A Worldwide Exclusive - Only at IFAcalc.com

Jan. 3, 2013 2012: The Year in Review - Jay Franklin

Jan. 3, 2013 The Tax Implications of the "Fiscal Cliff" Bill Passed on January 2nd

Dec. 21, 2012
New Website to Help Stop Investment Scams - Jay Franklin

Dec. 11, 2012 Ponzi Schemes After Madoff: A Sad Story Continues - Jay Franklin

Dec. 10, 2012 Forecasting Stock Market Returns: Why We Don't Do It - Jay Franklin

Dec. 2, 2012 New Chart from the IFA Media Lab: Growth of $1,000 in 100 Index Portfolios. (roll over the bars)

Nov. 30, 2012 Tax Rates and Stock Returns - Jay Fanklin

Nov. 29, 2012 What a License Plate Reveals - Jay Franklin

Nov. 23, 2012 Why It's Not Different This Time - IFA.tv

Nov. 9, 2012 Warren Buffett, Market Efficiency and the Disappearance of Alpha

Nov. 6, 2012 Deja Vu: Sandy and the Great Blizzard of 1888 - Mark Hebner

Nov. 5, 2012 Mark Hebner's appearance on the PBS Nightly Business Report

Nov. 1, 2012 The 7 Most Important Equations for Your Retirement - A New Book by Moshe Milevsky

Oct. 26, 2012 The New UBS Mortgage REIT Leveraged ETN - Taking Risk to Dizzying Heights - Jay Franklin

Oct. 23, 2012 When Two Minuses Do Not Make a Plus - Jay Franklin

Oct. 19, 2012 The Google Earnings Debacle: The Piranhas Attack - Jay Franklin

Oct. 18, 2012 The Top Ten Money Excuses - Jim Parker

Oct. 17, 2012 Sector Rotation: A Sound Investment Approach or an Exercise in Futility? - Jay Franklin

Oct. 15, 2012 Hedge Fund Warnings from the SEC - Jay Franklin

Oct. 11, 2012 Try Candor and Humility With Your Clients - Mark Hebner on CNBC Money Talks

Oct. 4, 2012 Another Wall of Worry - Weston Wellington

Sept. 11, 2012 A Problem with Jack Bogle? I Don't Think So! - Jay Franklin

Sept. 11, 2012 Confusion of Confusions: An adaptation of the classic masterpiece by Joseph Penso (de la Vega) on the 17th century Amsterdam Stock Exchange - Jay Franklin

Sept. 7, 2012 The Economic Consequences of the New Deal - Tyler Collins

Aug. 16, 2012 Two Silly Predictions You Should Ignore

Aug. 15, 2012 The Massive Hypocrisy of the "Seeking Alpha" Conference

Aug. 14, 2012 Reports of the Death of Equities Have Been Greatly Exaggerated: Explaining Equity Returns. Ben Inker of GMO responds to Bill Gross' claim of the Death of Equities

Aug, 13 2012 Amsterdam: Where It All Began, by Jay Franklin

Aug, 9 2012 The $7.8 Billion Rip-off of State Retirement Systems Has an Easy Fix - The hard working employees who are depending on the decent returns from plan assets fared poorly.

Aug, 7 2012 Knightmare on Wall Street, by Weston Wellington, DFA - Question: Which of the following statements applies to last week's stock market behavior?

Aug, 6 2012 Pension-Gate Continues - Maryland has been Called Out, by Jay Franklin - Last week, The Maryland Public Policy Institute and the Maryland Tax Education Foundation issued a report by Jeff Hooke and Michael Tasselmyer titled, "Wall Street Fees and the Maryland Public Pension Fund"

Aug, 2 2012 Caught Short! A Saga of Wailing Wall Street, by Jay Franklin

July 28, 2012 The Greatest Hits of Investing, by Brad Steiman, DFA - "As F.A. Hayek pointed out in his Nobel laureate lecture, “we are only beginning to understand how subtle and efficient is the communication mechanism we call the market. It garners, comprehends and disseminates widely dispersed information better and faster than any system man has deliberately designed.”

July 27, 2012 Where are the Customers' Yachts? or A Good Hard Look at Wall Street - Jay Franklin

June 29, 2012 Credit Ratings vs. Market Pricing - DFA Special Article

June 28, 2012 A Busy Week in the World of High Finance - Jay Franklin

June 27, 2012 Actively Managed Funds Continue to Lose Market Share - Jay Franklin

June 26, 2012 Reaching for Yield: Junk and Other High-Risk Bonds - Jay Franklin

June 25, 2012 When Truth is Stranger than Fiction - Jay Franklin

June 25, 2012 Investing Anomalies - Roger Trinwith

June 22, 2012 Eugene Fama: Perspectives on Financial Research - Enterprising Investor

June 19, 2012 "Index Funds" by Mark Hebner - A Gem - Taylor Larimore

June 18, 2012 Do Active Managers Earn Their Fees? - Eugene Fama

June 18, 2012 The Eurozone and Greece: A Client Update - Dimensional

June 15, 2012 Mutual Fund Managers may owe Their Success to Luck More Than Skill, and That Luck will Turn, Research Shows - PRWEB

June 12, 2012 Index-Fund Investing: Revisiting a Piece of Investment History - Jay Franklin

June 4, 2012 Naked Short-Selling: Two Big Wall Street Firms Get Exposed - Jay Franklin

June 3, 2012 IFA.tv - How to Build Globally Diversified Asset Class Portfolios
assetclass allocation

June 3, 2012 IFA.tv - A Challenge to Market Efficiency?
hebnermodel

June 3, 2012 IFA.tv - What Does the Market Know?
CollectiveBrain

June 2, 2012 Take a look at the IFAlibrary.com: 490 vintage books published before 1970! Mostly lessons about what investors should not do!
ifabookcollection

May 31, 2012
Compare YTD returns for IFA Environmentally Conscious Index Portfolios to the IFA Index Portfolios (without environmentally conscious funds)

May 31, 2012 Compare YTD returns for IFA Tax-Managed Index Portfolios to the IFA Index Portfolios (without tax-managed funds)

May 24, 2012 IFA's Concerns with IPOs - Jay Franklin

May 23, 2012 A Big Bang for 401(k) Plans? - Jay Franklin

May 22, 2012 Active vs. Passive: A Deeper Look into Fixed Income - Jay Franklin

May 15, 2012 The Ewing Marion Kauffman Foundation Report on Venture Capital Funds: A Cautionary Tale

May 14, 2012 IFA.tv - An Hour with Harry Markowitz, Ph.D., Nobel Laureate

May 6, 2012 IFA.tv: Interview with Dave Butler, Head of Global Financial Advisor Services for Dimensional Fund Advisors. - Part 1 | Part 2

May 2, 2012 Mal-location of Capital - Roger Trinwith

May 2, 2012 Wall Street: the other Las Vegas - Jay Franklin

May 1, 2012 Books of the Doomsday Genre: Read This before You Read One of Them - Jay Franklin

April 19, 2012 Exchange-Traded Notes: We Hate to Say We Told You so, but... - Jay D. Franklin

April 14, 2012 Peter Lynch, His Disciples and Warren Buffett: Luck or Skill? You be the judge.

April 10, 2012
Science Meets Art: Asset Location

April 9, 2012
The Science and Art of Investing Can Harm Your Returns

April 1, 2012 IFA's new Risk Capacity Survey for Institutions - www.ifarcsi.com

March 29, 2012 Betting vs. Investing: What We Can Learn from Mega Millions - Jay D. Franklin

March 29, 2012 How I made $2,000,000 in the Stock Market - Jay D. Franklin

March 22, 2012 Betting vs. Investing: What We Can Learn from March Madness - Jay D. Franklin

March 21, 2012 Where the Money Grows - Jay D. Franklin

March 20, 2012 MF Global and the Meaning of Chutzpah - Jay D. Franklin

March 18, 2012 What can we learn from ex-Goldman exec's resignation letter? by Matt Krantz - Mark Hebner, quoted in USA Today, sounds off on Goldman Sachs

March 14, 2012
Escaping from the Great Vampire Squid - Jay D. Franklin

March 14, 2012 Active vs. Passive: The View from Standard & Poors - Jay D. Franklin

March 9, 2012 IFA.tv -Was Bill Gross Crowned Bond King Too Soon - The Role of Fixed Income - Advisor Spotlight: Gordon Shuler

April 19, 2012 Exchange-Traded Notes: We Hate to Say We Told You so, but... - Jay D. Franklin

April 14, 2012 Peter Lynch, His Disciples and Warren Buffett: Luck or Skill? You be the judge.

April 10, 2012
Science Meets Art: Asset Location

April 9, 2012
The Science and Art of Investing Can Harm Your Returns

April 1, 2012 IFA's new Risk Capacity Survey for Institutions - www.ifarcsi.com

March 29, 2012 Betting vs. Investing: What We Can Learn from Mega Millions - Jay D. Franklin

March 29, 2012 How I made $2,000,000 in the Stock Market - Jay D. Franklin

March 22, 2012 Betting vs. Investing: What We Can Learn from March Madness - Jay D. Franklin

March 21, 2012 Where the Money Grows - Jay D. Franklin

March 20, 2012 MF Global and the Meaning of Chutzpah - Jay D. Franklin

March 18, 2012 What can we learn from ex-Goldman exec's resignation letter? by Matt Krantz - Mark Hebner, quoted in USA Today, sounds off on Goldman Sachs

March 14, 2012
Escaping from the Great Vampire Squid - Jay D. Franklin

March 14, 2012 Active vs. Passive: The View from Standard & Poors - Jay D. Franklin

March 9, 2012 IFA.tv -Was Bill Gross Crowned Bond King Too Soon - The Role of Fixed Income - Advisor Spotlight: Gordon Shuler

March 1, 2012 Are you in a 401k plan? Visit the NEW IFA 401k site: ifa401k.com

Feb 28, 2012 The Sizzle or the Steak: Exotic Market-Linked CDs - Roger Trinwith

Feb 28, 2012 Can You Pay an Active Manager to Beat the Market for You? - Jay D. Franklin

Feb 25, 2012 IFA.tv Morningstar Managers of the Year - Show 18-2 - Mark and Tom present a variety of charts showing the performance of several mutual funds managed by individuals who were Morningstar's Manager of the Year from 1991 to 2008. See the charts here.

Feb 23, 2012 Who Has the Midas Touch? By Weston Wellington

Feb 23, 2012 A Stock-Pickers Market? By Jay D. Franklin

Feb 21, 2012 Mark provides a voice of reason in USA Today.

Feb 19, 2012 The IFA.tv First Annual Awards Show

Feb 18, 2012 If markets are so efficient and difficult to beat, what about Peter Lynch, Bill Miller, Warren Buffett, or Sixteen Managers of the Year?

Feb 17, 2012 Invest With the Silent Minority

Feb 17, 2012
New on IFA.tv: Show 17: The Revolving Door of Fund Managers

Feb 16, 2012 Your Broker Has No Clue

Feb 15, 2012
Morningstar’s Fund Manager of the Year: A Slippery Slope

Feb 14, 2012
The End of Wall Street as We Know It - And We Feel Fine

Feb 13, 2012 An interview with Eugene Fama.

Feb 10, 2012 David Swensen Advises Index Funds

Feb 09, 2012 New on IFA.tv: Show 16: Style Drifters

Feb 07, 2012 Tough Times for American Funds

Feb 06, 2012 New on IFA.tv: Show 14: Estate Planning - Basics of Estate Planning with Leslie Daff

Feb 05, 2012 New on IFA.tv: Show 14: Concerns About Hedge Funds

Feb 04, 2012 The Paradox of Skill

Feb 03, 2012 Just How Skilled of a Manager Picker Do You Need to Be?

Feb 02, 2012 Morningstar's Manager of the Year: Luck or Skill? How many years of data do you need to decide: 165, 24, 103, 77, 44, 57, 83, 35, 2,235, 60, 401, 55... Better stick with index funds. No skill or even luck required.
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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 Fund Advisors

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

Jan 03, 2012  2011: The Year in Review


Click to see NYT article Click to see data and chart See the article. See the chart