Get Started with IFA In 3 Simple Steps

1. Determine your Risk Capacity & view your matching Index Portfolio

2. Review the performance of
evidence-based index portfolios

3. Open an Account, and
a Wealth Advisor will contact you

What's New at IFA

Latest Videos

Market Declines and Volatility - Show 269Monday, April 16, 2018

Latest Articles

Athletes and Entertainers: How to Strike a Balance Between Career and MoneyWednesday, April 18, 2018

Featured Charts

IFA's extensive collection of charts presents a wealth of data supporting the benefits of investing with IFA.

Significance of Alpha Among U.S. Mutual Funds*

Risk Return Scatter Plot of Original IFA Index Portfolios and IFA Indexes

Value Lost to Taxes for the Top 15 Funds (Based on Fund Size) and DFA Funds

Vanguard Funds vs. Dimensional Funds in IFA Index Portfolios

Harvard and Yale Endowments vs. IFA Index Portfolio 100

Risk and Return Scatter Plot of IFA Index Portfolios and IFA Indexes

Why Diversify? Stocks vs. Indexes and IFA Index Portfolios

Time Diversification of IFA Index Portfolios

State Retirement Systems vs. Index Portfolios

Before and After Hiring Returns of Investment Managers

Managers Performance Before and After Hiring or Firing

Style Drifters: Can You Pick the Next Asset Class Winner? Rewind/Play:

Style Drifters: Can You Pick the Next Industrial Sector Winner? Rewind/Play:

Style Drifters: Can You Pick the Next Country Winner?

Stock Pickers: Can You Pick the Next Winner From These 23* Dow Jones Stocks?

Stock Picking Skill Statistically Indistinguishable from Zero

Positive vs. Negative Returns in IFA Index Portfolios

Histograms of Simulated Passive Investor Experiences in IFA Index Portfolios

Normal Distributions of IFA Index Portfolios

Distribution of Monthly Returns of IFA Index Portfolios

Roller Coaster of Risk and Return for IFA Index Portfolios and IFA Indexes

High-Median-Low Monthly Rolling Period Analysis in IFA Index Portfolios

Simulated Passive Investor Experiences (SPIEs) in IFA Index Portfolios

IFA Client Success at Capturing Benchmark Index Returns

Historical Annual Return of US Stock Market

More Charts

A Deeper Look

In this ongoing series, IFA takes a deep dive into the performance of mutual fund companies.

Click to read each analysis.

Fiduciary Wealth Services

IFA offers customized investment management and portfolio strategies alongside online planning and referral services for a better overall client experience. An experienced IFA Wealth Advisor provides personalized advice to help clients achieve their long-term financial goals.

Charitable Giving Services

Social Security Optimization

Insurance Services

Robust Financial
Planning

IFA FinPlan, powered by eMoney, is a robust technology where IFA clients can keep their financial accounts, investments and spending organized in one easy-to-use personal financial management dashboard, and dedicated IFA Wealth Advisors can in turn produce comprehensive and personalized financial plans.

Learn More