Home

Connect with an Advisor

Risk Capacity Survey

Wealth Management

Retirement Plans

Institutional

Taxes

Financial Calculators

CALCULATORS

IFA Index Calculator

Retirement Calculator

Target Date Calculator

Retirement Income

College Planning

T-Statistic Calculator

401(k) Calculator

Net Worth

Net Income

Roth IRA Conversion

Fee Calculator

Multi Funds Calculator

Open an Account IFA App

Contact

Videos

VIDEOS

Video Library

Documentary Films:

Tune Out the Noise

Index Funds: The Movie

Investing: The EvidenceInterviews & Presentations:David Booth Mark Hebner Eugene Fama Kenneth French Harry Markowitz Gerard O'Reilly Weston Wellington Scott Bosworth Apollo Lupescu

Articles

Charts

Investor Education

Introduction

Step 1: Active Investors

Step 2: Nobel Laureates

Step 3: Stock Pickers

Step 4: Time Pickers

Step 5: Manager Pickers

Step 6: Style Drifters

Step 7: Silent Partners

Step 8: Riskese

Step 9: History

Step 10: Risk Capacity

Step 11: Risk Exposure

Step 12: Invest and Relax

Appendix

Index Portfolios

INDEX PORTFOLIOS

IFA Index Portfolio 100

IFA Index Portfolio 95

IFA Index Portfolio 90

IFA Index Portfolio 85

IFA Index Portfolio 80

IFA Index Portfolio 75

IFA Index Portfolio 70

IFA Index Portfolio 65

IFA Index Portfolio 60

IFA Index Portfolio 55

IFA Index Portfolio 50

IFA Index Portfolio 45

IFA Index Portfolio 40

IFA Index Portfolio 35

IFA Index Portfolio 30

IFA Index Portfolio 25

IFA Index Portfolio 20

IFA Index Portfolio 15

IFA Index Portfolio 10

IFA Index Portfolio 5

Sustainable Portfolios

Portfolio Overview

Risk & Return

Matching People with Portfolios

Fund Options

Resources

RESOURCES

Estate Planning Attorneys

Index Funds Book

IFA Art Gallery

Book Library

Academic Papers

Quotes

Mobile App

Icon Library

About Us

RESOURCES

Overview Value of IFA Wealth Advisors Client Service Specialists Management Taxes Department Financial Planning Department Investment Principles Our Fiduciary Role Fees Careers

Store

Galton Board

Petition

Back-testing Disclosures

Index Descriptions

Glossary

Form CRS

Articles

(244)

2,394,272 views

Featured Article

The Power of Prices – Equilibrium

by Wes Crill Monday, May 19, 2025

An important function of competitive markets is driving prices to equilibrium. This refers to a state where market prices balance the demand from both buyers and sellers. Every trader who thinks the price of a security is high is offset by one who thinks the price is low. So, they

Article Library

Learn why expert predictions often miss the mark and explore evidence-based strategies for navigating market volatility confidently.

April Angst May Relief, How Forecasters Flopped Again

114

by Robin Powell — Friday, May 16, 2025

Learn why expert predictions often miss the mark and explore evidence-based strategies for navigating market volatility confidently. … Read More

It is important for investors to rebalance their portfolio to achieve risk control and maintain long-term investing goals.

Rebalancing Portfolios

23,757

by Murray Coleman — Sunday, May 11, 2025

It is important for investors to rebalance their portfolio to achieve risk control and maintain long-term investing goals. … Read More

Staying invested and sticking to a strategic financial plan correlates to greater portfolio returns.

Time In Markets (Not Market Timing) is Key to Building Wealth

6,626

by Murray Coleman — Friday, May 09, 2025

Staying invested and sticking to a strategic financial plan correlates to greater portfolio returns. … Read More

Historically, the broad stock market has often been positive even starting in economic recessions. But what about small cap stocks?

Can Small Caps Weather the Storm?

526

by Wes Crill — Friday, May 09, 2025

Historically, the broad stock market has often been positive even starting in economic recessions. But what about small cap stocks? … Read More

Review the strategic impact of investor behavior on portfolio performance as identified in Dalbar's long-running research series.

Dalbar QAIB 2025: Investors are Still Their Own Worst Enemies

53,540

by Murray Coleman — Wednesday, May 07, 2025

The latest update of this research series analyzes fund performances by investment behavior versus actual returns. … Read More

At IFA, we've designed an alternative portfolio with a stock tilt to more profitable companies.

Profitability: An Added Dimension of Value Investing

23,837

by Murray Coleman — Tuesday, May 06, 2025

At IFA, we've designed an alternative portfolio with a stock tilt to more profitable companies. … Read More

Learn how commissions influence financial advice and why working with a fiduciary ensures your investments align with your best interests.

Does Your Advisor Have Your Best Interests at Heart?

421

by Robin Powell — Monday, May 05, 2025

Learn how commissions influence financial advice and why working with a fiduciary ensures your investments align with your best interests. … Read More

Learn the factors impacting size premiums in US and global markets, including private equity activity, interest rates, and stock volatility.

Size Premium Stories

101

by Wes Crill — Friday, May 02, 2025

Learn the factors impacting size premiums in US and global markets, including private equity activity, interest rates, and stock volatility. … Read More

Diversification paid off in Q1 2025 as non-U.S. stocks outperformed. Discover how international equities contributed to balanced portfolios.

2025 Q1 Market Review

145

by Jesse Fulton — Wednesday, April 30, 2025

Diversification paid off in Q1 2025 as non-U.S. stocks outperformed. Discover how international equities contributed to balanced portfolios. … Read More

A common question is why IFA' prefers funds from Dimensional Fund Advisors. The answer is fairly straightforward.

Vanguard vs. Dimensional: Through A Statistical Lens

27,044

by Murray Coleman — Wednesday, April 23, 2025

A common question is why IFA' prefers funds from Dimensional Fund Advisors. The answer is fairly straightforward. … Read More

Are active fund managers worth their fees? See the hard facts on the underperformance of active management from the latest SPIVA report.

Active Fund Managers vs. Indexes: Analyzing SPIVA Scorecards

73,727

by Murray Coleman — Tuesday, April 15, 2025

The latest research in S&P's long-running study takes a fresh look at how active managers stack up. … Read More

The job of a free-market is to set prices so investors are rewarded for the risk they take.

The Hebner Model: A Framework for How Markets Work

10,491

by Mark Hebner and Murray Coleman — Monday, April 07, 2025

The job of a free-market is to set prices so investors are rewarded for the risk they take. … Read More

Learn why markets reacted negatively to Trump's tariff announcement and discover strategies to stay disciplined during times of uncertainty.

Is the Tariff Tantrum Your Personal Wake-up Call

1,380

by Robin Powell — Friday, April 04, 2025

Learn why markets reacted negatively to Trump's tariff announcement and discover strategies to stay disciplined during times of uncertainty. … Read More

Learn how hidden costs and fees from Wall Street intermediaries can erode your investment returns over time and how to avoid them.

It's Companies That Produce Returns, Not The Financial Industry

464

by Robin Powell — Wednesday, March 26, 2025

Learn how hidden costs and fees from Wall Street intermediaries can erode your investment returns over time and how to avoid them. … Read More

Page 1 of 17 (Results 1-15 of 244)

Become An IFA Client

Talk to an Experienced Advisor

about your investments. We help thousands of people a year and are ready to help you.

Get Started

Calculate Your Risk Capacity-

the first step to deciding which portfolio will generate optimal returns for you.

Newsletter Subscribe

eMoney

IFA Apps

Index Funds Book on Kindle

Index Funds Audiobook

Careers

Facebook

The data provided in charts referring to IFA Index Portfolios is hypothetical back-tested performance and is not actual client performance. Performance data for the IFA Index Portfolios is shown net of IFA's highest advisory fee and the underlying mutual fund expenses. IFA Indexes when shown individually do 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.