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Articles
(234)2,365,060 views
Featured Article
1
The Hidden Costs of Holding Concentrated Stock Positions
Learn why holding concentrated positions in a few big stocks can hurt your portfolio performance and increase investment risk.
…Read MoreArticle Library
2
Does a Decline in Stock Prices Signal a Down Year?
It's only natural to worry that daily stock slides will reoccur. Here's a look at how markets have actually worked. … Read More
3
The Power of Prices – Equilibrium
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 … Read More
4
April Angst May Relief, How Forecasters Flopped Again
Learn why expert predictions often miss the mark and explore evidence-based strategies for navigating market volatility confidently. … Read More
5
Rebalancing Portfolios
It is important for investors to rebalance their portfolio to achieve risk control and maintain long-term investing goals. … Read More
6
Time In Markets (Not Market Timing) is Key to Building Wealth
Staying invested and sticking to a strategic financial plan correlates to greater portfolio returns. … Read More
7
Can Small Caps Weather the Storm?
Historically, the broad stock market has often been positive even starting in economic recessions. But what about small cap stocks? … Read More
8
Dalbar QAIB 2025: Investors are Still Their Own Worst Enemies
The latest update of this research series analyzes fund performances by investment behavior versus actual returns. … Read More
9
Profitability: An Added Dimension of Value Investing
At IFA, we've designed an alternative portfolio with a stock tilt to more profitable companies. … Read More
10
Does Your Advisor Have Your Best Interests at Heart?
Learn how commissions influence financial advice and why working with a fiduciary ensures your investments align with your best interests. … Read More
11
Size Premium Stories
Learn the factors impacting size premiums in US and global markets, including private equity activity, interest rates, and stock volatility. … Read More
12
2025 Q1 Market Review
Diversification paid off in Q1 2025 as non-U.S. stocks outperformed. Discover how international equities contributed to balanced portfolios. … Read More
13
Vanguard vs. Dimensional: Through A Statistical Lens
A common question is why IFA' prefers funds from Dimensional Fund Advisors. The answer is fairly straightforward. … Read More
14
Active Fund Managers vs. Indexes: Analyzing SPIVA Scorecards
The latest research in S&P's long-running study takes a fresh look at how active managers stack up. … Read More
15
The Hebner Model: A Framework for How Markets Work
The job of a free-market is to set prices so investors are rewarded for the risk they take. … Read More
Page 1 of 16 (Results 1-15 of 234)
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TermsDisclosuresIndex DescriptionsForm CRS 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.
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