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IFA will soon offer income tax consulting and tax return preparation services for a variety of clients including individuals, businesses and trusts. Our experienced Director of Tax will work proactively with each client to understand their unique tax situation and provide timely planning advice.
LED BY SMALL CAPS, U.S. STOCKS GAIN GROUND: Q2 REVIEW

July 17, 2018

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WATCH THE FULL MOVIE FOR FREE

LED BY SMALL CAPS, U.S. STOCKS GAIN GROUND: Q2 REVIEW

July 17, 2018

READ THE ARTICLE

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What's New at IFA

Latest Videos

2018 Q2 Market Review - Show 280Tuesday, July 17, 2018

Latest Articles

Led by Small Caps, U.S. Stocks Gain Ground: Q2 ReviewTuesday, July 17, 2018

Featured Charts

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

Risk vs. Return

Year To Date Returns for IFA Index Portfolios and Indexes

Risk Return Scatter Plot of IFA Index Portfolios and IFA Indexes

Why Diversify? Stocks vs IFA Indexes and Index Portfolios

Roller Coaster of Risk and Return for IFA Index Portfolios and IFA Indexes

Distributions

Distribution of Monthly Returns in Selected Monthly Rolling Sample Periods

Histograms of Simulated Passive Investor Experiences in IFA Index Portfolios

Distribution of Monthly Returns of IFA Index Portfolios

Estimated Distributions of IFA Index Portfolios

Historical Annual Return of US Stock Market

Research

IFA Client Success at Capturing Benchmark Index Returns

Statistical Significance of Alpha¹ Among 1101² U.S. Mutual Funds

Before and After Hiring Returns of Investment Managers

Managers Performance Before and After Hiring or Firing

Stock Picking Skill Statistically Indistinguishable from Zero

Style Drifters: Can You Pick the Next Asset Class Winner?

Style Drifters: Can You Pick the Next Industrial Sector Winner?

Style Drifters: Can You Pick the Next Country Winner?

Stock Pickers: Can You Pick the Next Winner From These 19* Dow Jones Stocks?

Forecast Accuracy: 74% Required to Beat the Market

Comparisons

Vanguard Funds vs. Dimensional Funds in IFA Index Portfolios

Positive vs. Negative Returns in IFA Index Portfolios

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

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.

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.

Charitable Giving Services

Social Security Optimization

Insurance Services

Robust Financial
Planning

IFA FinPlan, powered by eMoney, is a 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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