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A Financial Decision
Today
that
Lasts a Lifetime

1. Talk to an
Experienced Advisor
About Your Financial Goals

Learn the Value of IFA Advice

2. Determine Your Risk Capacity
& Match it With an
IFA Index Portfolio

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.

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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Free for IFA Clients

FAQ

Question

What should individuals look for when selecting an investment firm?

Answer

Look for a firm that is a fiduciary (legally requiring them to always act in the best interest of the client) and is only compensated by clients with no conflicts of interest. The fiduciary responsibility to diversify assets and ensure that costs are reasonable combined with overwhelming academic evidence argue for the use of low-cost index funds. If your investment firm is not using index funds for your portfolio, you should ask for a detailed explanation as to why.

Question

What is unique about IFA's investment strategies?

Answer

We’ve built 100 globally diversified Index Portfolios that we match to each client’s capacity for risk. We do not rely on stock picking, market timing, or manager picking. We make no attempt to guess the next winning investment style or industrial sector. Our approach is to buy, hold, rebalance, and when feasible, tax loss harvest.

Question

You are a proponent of “replacing speculation with education.” How do you accomplish this?

Answer

Our website contains 1,354 articles, 292 videos, over 500 charts, descriptions of 2,264 books (including many rare and antique books) in our library, and 329 quotes related to investing. It also includes my entire 12-Step Recovery Program for Active Investors. This only scratches the surface regarding the data we provide investors on general investment performance, retirement savings, college savings, and many other important topics.

More FAQ

Featured Charts

1
Risk and Return Scatter Plot of IFA Index Portfolios and IFA Indexes
2
Style Drifters: Can You Pick the Next Asset Class Winner?             Rewind/Play:
3
Index Comparisons
4
Style Drifters: Can You Pick the Next Industrial Sector Winner?        Rewind/Play:
5
Style Drifters: Can You Pick the Next Country Winner?
6
The Value of Human and Financial Capital in IFA Index Portfolios
7
Why Diversify? Stocks vs. Indexes and IFA Index Portfolios
8
Stock Picking Skill Statistically Indistinguishable from Zero
9
Histograms of Simulated Passive Investor Experiences in IFA Index Portfolios
10
Time Diversification of IFA Index Portfolios
11
Positive vs. Negative Returns in IFA Index Portfolios
12
IFA Index Portfolios
13
Normal Distributions of New IFA Index Portfolios
14
Distribution of Monthly Returns of IFA Index Portfolios
15
Roller Coaster of Risk and Return for IFA Index Portfolios and IFA Indexes
16
High-Median-Low Monthly Rolling Period Analysis in IFA Index Portfolios
17
Simulated Passive Investor Experiences (SPIEs) in IFA Index Portfolios
18
Vanguard Funds vs. Dimensional Funds in IFA Index Portfolios
19
Before and After Hiring Returns of Investment Managers
20
Statistical Significance of Alpha Among 292* Mutual Funds
21
Managers
22
State Retirement Systems vs. Index Portfolios
23
Vanguard vs Dimensional Fund Advisors
24
Vanguard Funds vs. Dimensional Funds in New IFA Index Portfolios
More Charts

IFA Index Portfolios

IFA’s highly regarded Index Portfolios are globally diversified across 44 countries and over 13,000 companies, and, built in accordance with Nobel Prize winning research and evidence-based analysis of historic stock market data.

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."