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IFA

A Financial Decision Today
That Lasts a Lifetime

The Quality and Quantity of Content Lowers Advisor Risk

New & Updated for 2015

Index Funds: The 12-Step Recovery Program for Active Investors

"Best comprehensive book I have ever read about index fund investing."

"With rich illustrations, artwork and numerous historical charts this book screams quality."

High Tech, High Touch

IFA FinPlan is a robust technology powered by eMoney 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.
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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.

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Invest & Relax

1. Determine Your
Risk Capacity
2. Match Your Risk Capacity
With an IFA Index Portfolio
3. Talk to an Experienced
Advisor About
Your Financial Goals

Featured Charts

1
Risk and Return Scatter Plot of IFA Index Portfolios and IFA Indexes
2
Why Diversify? Stocks vs. Indexes and IFA Index Portfolios
3
Distribution of Monthly Returns of IFA Index Portfolios
4
Roller Coaster of Risk and Return for IFA Index Portfolios and IFA Indexes
5
High-Median-Low Monthly Rolling Period Analysis in IFA Index Portfolios
6
Vanguard Funds vs. Dimensional Funds in IFA Index Portfolios
7
Histograms of Simulated Passive Investor Experiences in IFA Index Portfolios
8
Simulated Passive Investor Experiences (SPIEs) in New IFA Index Portfolios
9
Time Diversification of IFA Index Portfolios
10
Positive vs. Negative Returns in IFA Index Portfolios
11
Normal Distributions of New IFA Index Portfolios
12
Index Comparisons
13
IFA Index Portfolios
14
The Value of Human and Financial Capital in IFA Index Portfolios
15
Style Drifters: Can You Pick the Next Asset Class Winner?             Rewind/Play:
16
Style Drifters: Can You Pick the Next Industrial Sector Winner?        Rewind/Play:
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Style Drifters: Can You Pick the Next Country Winner?
18
237 U.S. Mutual Funds vs IFA Indexes and Portfolios
More Charts