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
Year To Date Returns for IFA Index Portfolios and Indexes
Multi-Period Returns
2
Risk Return Scatter Plot of IFA Index Portfolios and IFA Indexes
Risk Return Scatter Plot
3
High-Median-Low of $100,000 in 12-month Periods in IFA Index Portfolios
High-Low $
4
High-Median-Low Monthly Rolling Period Analysis in IFA Index Portfolios
High-Low %
5
Why Diversify? Stocks vs IFA Index Portfolios and Indexes
Why Diversify Stocks
6
Why Diversify: MSCI World Index vs S&P 500 Index
Why Diversify International
7
Roller Coaster of Risk and Return for IFA Index Portfolios and IFA Indexes
Roller Coaster
Distributions
8
The Random Walk of Market Returns
Random Walk
9
Distribution of Monthly Returns in Selected Monthly Rolling Sample Periods
Distribution Monthly
10
Histograms of Simulated Passive Investor Experiences in IFA Index Portfolios
Histograms of SPIEs
11
Distribution of Monthly Returns of IFA Index Portfolios
Distribution Monthly
12
Estimated Distributions of IFA Index Portfolios
Estimated Distributions
13
Historical Annual Return of US Stock Market as Measured by CRSP 1-10 Index
Historical Returns
14
Distribution of Monthly Returns for Fama/French Market Factor Premiums & Others
Premium Distributions
Research
15
Dimensions of Returns
Dimensions of Returns
16
Historical Performance of Premiums over Rolling Periods
Performance of Premiums
17
IFA Client Success at Capturing Benchmark Index Returns
IFA Client Success
18
Statistical Significance of Alpha¹ Among 1253² U.S. Mutual Funds
t-Stat of Alpha
19
Before and After Hiring Returns of Investment Managers
Before & After Hiring
20
Managers Performance Before and After Hiring or Firing
Manager's Performance
21
Persistence of Outperformance by Actively Managed Funds
Performance Persistence
22
Style Drifters: Can You Pick the Next Asset Class Winner?
Style Drifters
23
Style Drifters: Can You Pick the Next Industrial Sector Winner?
Industrial Rotation
24
Style Drifters: Can You Pick the Next Country Winner?
Country Rotation
25
Stock Pickers: Can You Pick the Next Winner From These 15* Dow Jones Stocks?
Stock Rotation
26
Forecast Accuracy: 74% Required to Beat the Market
Forecast Accuracy
27
The Problem With Market Timing: Missing The Best Days
Market Timing
28
US Market Intra-Year Declines vs. Calendar Year Returns
Intra-Year vs. Year-End
Comparisons
29
Vanguard vs Dimensional Fund Advisors - Select Mutual Fund Comparisons
Vanguard vs Dimensional
30
Vanguard Funds vs. Dimensional Funds in IFA Index Portfolio Allocations
Vanguard vs DFA
31
Index Comparisons
Index Comparisons
32
Positive vs. Negative Returns in IFA Index Portfolios
Pos vs Neg Returns
33
Compare IFA Index Portfolios:  IFA Index Portfolio 5 vs. IFA Index Portfolio 100
Compare Portfolios
34
The Return Differences of IFA Index Portfolio 100 minus IFA SP 500 Index
IP 100 vs IFA SP 500
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.

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