Index Fund Advisors, Inc. - Fiduciary Wealth Services, DFA Funds

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SOLO 401(K) VS. SEP-IRA: WHICH IS BETTER?

September 17, 2019

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 backtested 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

Year To Date Returns for IFA Index Portfolios and Indexes

Multi-Period Index Returns

Risk Return Scatter Plot

Why Diversify

Roller Coaster

Distributions

Random Walk

Distribution of Monthly Returns in Selected Monthly Rolling Sample Periods

Distribution Monthly

Histograms of Simulated Passive Investor Experiences in IFA Index Portfolios

Histograms of SPIEs

Distribution of Monthly Returns of IFA Index Portfolios

Distribution Monthly

Estimated Distributions

Historical Annual Return of US Stock Market as Measured by CRSP 1-10 Index

Historical Returns

Research

Dimensions of Returns

Performance of Premiums

IFA Client Success

Statistical Significance of Alpha¹ Among 1253² U.S. Mutual Funds

t-Stat of Alpha

Before and After Hiring Returns of Investment Managers

Before & After Hiring

Manager's Performance

Stock Picking Skill

Style Drifters

Industrial Rotation

Style Drifters: Can You Pick the Next Country Winner?

Country Rotation

Stock Pickers: Can You Pick the Next Winner From These 15* Dow Jones Stocks?

Stock Rotation

Forecast Accuracy

Comparisons

Vanguard vs Dimensional

Vanguard Funds vs. Dimensional Funds in IFA Index Portfolio Allocations

Vanguard vs DFA

Index Comparisons

Positive vs. Negative Returns in IFA Index Portfolios

Pos vs Neg Returns

Compare Index Portfolios: IFA Index Portfolio 5 vs. IFA Index Portfolio 100

Compare Portfolios

Predictablity of Returns for Index Portfolio 100 - Based on Previous Return

Predictability of Returns

Index Portfolio 100 minus S&P

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.

Investment Advisory

Tax Planning & Accounting

Financial Planning

Retirement Planning

College Planning

Social Security Optimization

Charitable Giving Services

Referral Services

Insurance Services

Trustee Services

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.

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