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Latest Videos

Investing: The Evidence - Part One - Show 293Thursday, November 15, 2018

Latest Articles

Selecting Investments: Mutual Funds vs. ETFsTuesday, November 20, 2018

Featured 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
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Risk Return Scatter Plot of IFA Index Portfolios and IFA Indexes
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Why Diversify? Stocks vs IFA Indexes and Index Portfolios
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Roller Coaster of Risk and Return for IFA Index Portfolios and IFA Indexes
Distributions
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The Random Walk of Market Returns¹
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Distribution of Monthly Returns in Selected Monthly Rolling Sample Periods
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Histograms of Simulated Passive Investor Experiences in IFA Index Portfolios
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Distribution of Monthly Returns of IFA Index Portfolios
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Estimated Distributions of IFA Index Portfolios
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Historical Annual Return of US Stock Market
Research
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Dimensions of Returns
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IFA Client Success at Capturing Benchmark Index Returns
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Statistical Significance of Alpha¹ Among 1101² U.S. Mutual Funds
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Before and After Hiring Returns of Investment Managers
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Managers Performance Before and After Hiring or Firing
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Stock Picking Skill Statistically Indistinguishable from Zero
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Style Drifters: Can You Pick the Next Asset Class Winner?
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Style Drifters: Can You Pick the Next Industrial Sector Winner?
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Style Drifters: Can You Pick the Next Country Winner?
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Stock Pickers: Can You Pick the Next Winner From These 19* Dow Jones Stocks?
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Forecast Accuracy: 74% Required to Beat the Market
Comparisons
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Vanguard vs Dimensional Fund Advisors
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Vanguard Funds vs. Dimensional Funds in IFA Index Portfolios
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Index Comparisons
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Positive vs. Negative Returns in IFA Index Portfolios
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IFA Index Portfolios: IFA Index Portfolio 5 vs. IFA Index Portfolio 100
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Prediction
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Prediction
More Charts

A Deeper Look

In this ongoing series, IFA takes a deep dive into the performance of mutual fund companies.

Click to read each analysis.

IFA Awards and Accolades
See the various awards we've received from Forbes, Financial Planning, Financial Times, Financial Advisor Magazine, and WealthManagement.com
More Accolades and Awards
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.
Financial Planning

Ranked #11 RIA Leaders 2017

Members of the list include RIA Firms from the Top 150 list and are ranked based on client accounts (excluding broker-dealers and insurance companies).
Forbes

Top 100
Wealth Manager 2016

Members of the list are ranked by ten-year asset growth. Firms must be performing wealth management services for individual clients as their primary focus and can not be a broker-dealer or bank. Firms cannot have any regulatory, civil or criminal disclosures.

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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Financial Planning
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Retirement Planning
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College Planning
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Trustee Services
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Charitable Giving Services
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Social Security Optimization
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Insurance Services

Robust Financial
Planning

IFA Financial planning utilizing eMoney or MoneyGuidePro 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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Free for IFA Clients
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Newly Updated IFA iOS App

The IFA app is an educational resource for investors. Gain access to over 1,600 articles and 440 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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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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