For a limited time, IFA Taxes will prepare a complimentary first year tax return for all new tax clients.

For offer details, please contact John Dahlin, CPA at [email protected] or 888-302-0765

Get Started with IFA in 3 Simple Steps


IFA iOS App

The IFA app is an educational resource for investors. Gain access to hundreds of articles and 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:

  • Login to your IFA Account to view and download your monthly performance reports
  • 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

Favorite Charts

IFA's extensive collection of charts presents a wealth of data supporting the benefits of investing with IFA. The data provided in all charts on this page is hypothetical back-tested performance and is not actual client performance. Only data for the IFA Index Portfolios is shown net of IFA's highest advisory fee and the underlying mutual fund expenses. All other data, including the IFA Indexes, does not reflect a deduction of advisory fees. None of the data reflects trading costs or taxes, which would have lowered performance by these costs. See more important disclosures at ifabt.com.

Risk vs. Return
1
Multi-Period Returns
Multi-Period Returns
2
Risk Return Scatter Plot
Risk Return Scatter Plot
3
High-Low $
High-Low $
4
High-Low %
High-Low %
5
Why Diversify Stocks
Why Diversify Stocks
6
Gold and Silver vs. IFA Index Portfolios and IFA Indexes
Gold and Silver vs. IFA Index Portfolios and IFA Indexes
7
Why Diversify International
Why Diversify International
Distributions
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Random Walk
Random Walk
9
Distribution Monthly
Distribution Monthly
10
Histograms of SPIEs
Histograms of SPIEs
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Distribution Monthly
Distribution Monthly
12
Estimated Distributions
Estimated Distributions
13
Historical Returns
Historical Returns
14
Premium Distributions
Premium Distributions
Research
15
Dimensions of Returns
Dimensions of Returns
16
Performance of Premiums
Performance of Premiums
17
IFA Client Success
IFA Client Success
18
t-Stat of Alpha
t-Stat of Alpha
19
Before & After Hiring
Before & After Hiring
20
Manager's Performance
Manager's Performance
21
Performance Persistence
Performance Persistence
22
Style Drifters
Style Drifters
23
Style Drifters Across Decades
Style Drifters Across Decades
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Industrial Rotation
Industrial Rotation
25
Country Rotation
Country Rotation
26
Stock Rotation
Stock Rotation
27
Forecast Accuracy
Forecast Accuracy
28
Intra-Year vs. Year-End
Intra-Year vs. Year-End
Comparisons
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Vanguard vs DFA - Select Mutual Fund Comparisons
Vanguard vs DFA - Select Mutual Fund Comparisons
30
Vanguard vs DFA in IFA Index Portfolio Allocations
Vanguard vs DFA in IFA Index Portfolio Allocations
31
The Decline of Warren Buffett's Alpha
The Decline of Warren Buffett's Alpha
32
Index Comparisons
Index Comparisons
33
Pos vs Neg Returns
Pos vs Neg Returns
34
Compare Portfolios
Compare Portfolios
IFA Awards and Accolades
See the various awards we've received from CNBC, Barron's, Financial Times, and Financial Advisor Magazine
Barron's

Ranked #96 Financial Advisors in California 2020
Mark Hebner

The rankings are based on data provided by around 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.
CNBC

CNBC Top 100 Financial Advisors of 2019

The CNBC rankings are based on data culled from thousands of advisory firms and provided by AccuPoint Solutions. Factors included in the rankings were disclosures, years in business, average account size, total accounts under management, number of investment advisors, the ratio of investment advisors to total number of employees and discretionary assets under management and total AUM. Each section was weighted according to specific criteria created by CNBC and AccuPoint.
Financial Times

Top 300 RIAs of 2019

$1 Billion and Over
Asset Category

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.

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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