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Latest Videos

The Wisdom of Charlie Munger - Show 313Tuesday, May 21, 2019

Latest Articles

Profitability and a Four-Factor ModelFriday, May 24, 2019

Favorite Charts

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

Risk vs. Return
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Year To Date Returns for IFA Index Portfolios and Indexes
Multi-Period Index Returns
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Risk Return Scatter Plot of IFA Index Portfolios and IFA Indexes
Risk Return Scatter Plot
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Why Diversify? Stocks vs IFA Indexes and Index Portfolios
Why Diversify
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Roller Coaster of Risk and Return for IFA Index Portfolios and IFA Indexes
Roller Coaster
Distributions
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The Random Walk of Market Returns¹
Random Walk
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Distribution of Monthly Returns in Selected Monthly Rolling Sample Periods
Distribution Monthly
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Histograms of Simulated Passive Investor Experiences in IFA Index Portfolios
Histograms of SPIEs
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Distribution of Monthly Returns of IFA Index Portfolios
Distribution Monthly
9
Estimated Distributions of IFA Index Portfolios
Estimated Distributions
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Historical Annual Return of US Stock Market
Historical Returns
Research
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Dimensions of Returns
Dimensions of Returns
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Historical Performance of Premiums over Rolling Periods
Performance of Premiums
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IFA Client Success at Capturing Benchmark Index Returns
IFA Client Success
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Statistical Significance of Alpha¹ Among 1253² U.S. Mutual Funds
t-Stat of Alpha
15
Before and After Hiring Returns of Investment Managers
Before & After Hiring
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Managers Performance Before and After Hiring or Firing
Manager's Performance
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Stock Picking Skill Statistically Indistinguishable from Zero
Stock Picking Skill
18
Style Drifters: Can You Pick the Next Asset Class Winner?
Style Drifters
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Style Drifters: Can You Pick the Next Industrial Sector Winner?
Industrial Rotation
20
Style Drifters: Can You Pick the Next Country Winner?
Country Rotation
21
Stock Pickers: Can You Pick the Next Winner From These 15* Dow Jones Stocks?
Stock Rotation
22
Forecast Accuracy: 74% Required to Beat the Market
Forecast Accuracy
Comparisons
23
Vanguard vs Dimensional Fund Advisors
Vanguard vs Dimensional
24
Vanguard Funds vs. Dimensional Funds in IFA Index Portfolios
Vanguard vs DFA
25
Index Comparisons
Index Comparisons
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Positive vs. Negative Returns in IFA Index Portfolios
Pos vs Neg Returns
27
Compare Portfolios: IFA Index Portfolio 5 vs. IFA Index Portfolio 100
Compare Portfolios
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Predictablity of Returns for Index Portfolio 100 - Based on Previous Return
Predictability of Returns
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The Return Differences of IFA Index Portfolio 100 minus S&P 500 Index
Portfolio 100 minus S&P
More Charts

A Deeper Look into Fund Performance

IFA Awards and Accolades
See the various awards we've received from Forbes, Barron's, Financial Times, and Financial Advisor Magazine
More Accolades and Awards
Forbes

Best-In-State Wealth Advisor Southern California 2019
Mark Hebner

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings.
Financial Advisor Magazine

Top 275 RIAs of 2018

$1 Billion and Over
Asset Category

Members of this list are ranked by total assets under management, must be independent registered investment advisors and file their own ADV statement with the SEC. Firms must have at least $50 million in assets under management as of December 31, 2017 and they must provide financial planning and related services to individual clients. Corporate RIA firms, investment advisor representatives (IARs) and hybrids are not eligible for this ranking.
Financial Times

Top 300 RIAs of 2018

Members of this list were assembled using scoring based on six broad factors, including areas of consideration such as AUM, asset growth, company age, industry certifications, SEC compliance, and online accessibility.
Barron's

Ranked #104 Financial Advisors in California 2019
Mark Hebner

The rankings are based on data provided by over 4,000 of the nation's most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn't an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment-picking abilities.

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.

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Investment Advisory
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Tax Planning & Accounting
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Financial Planning
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Retirement Planning
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College Planning
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Social Security Optimization
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Charitable Giving Services
Referral Services
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Insurance Services
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Trustee Services

Robust Financial
Planning

IFA Financial planning utilizing eMoney is 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
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IFA App Video IFA App Risk Capacity Survey IFA App Open Account IFA AppIndex Funds Movie IFA App Index Calculator IFA App Contact Us IFA App Articles IFA App Advisors IFA App Advisor Details Homepage of IFA App

IFA iOS App

The IFA app is an educational resource for investors. Gain access to over 1,600 articles and 450 videos on evidence-based strategies, including investing advice videos from Nobel Laureates such as Eugene Fama and Harry Markowitz.

The IFA app makes it easy to:

  • Access IFA Index Portfolio historical risk and return data
  • Read and share evidence based investing articles and videos
  • Gain access to the documentary film Index Funds: The 12 Step Recovery Program for Active Investors
  • Setup an account with IFA
  • Contact IFA's wealth advisors via phone, email or Facetime
Explore our App

Learn About an Evidence-Based Approach to Investing

Index Funds Investing Kit
Index Funds Investing Kit
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Order Now on Amazon
Index Funds: The 12-Step Recovery Program for Active Investors
Index Funds: The 12-Step Recovery Program for Active Investors
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Amazon
Index Funds: The Documentary
Index Funds: The Documentary
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Amazon
Galton Board
Galton Board
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Amazon
 
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IFA is pleased to announce the launch of its new division, IFA Taxes!
Learn more about IFA Taxes, click here