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murray@ifa.com

Red Flags Abound with Unit Investment Trusts

341
by Murray Coleman
Monday, January 13, 2020

Pitches for UITs might seem enticing. But little bit of due diligence can reveal a more critical ...Read More

Article Library

  • Mark Hebner

    Standard Deviation

    26,468
    by Mark Hebner and Murray Coleman — Updated: Monday, January 13, 2020

    In the field of finance, standard deviation represents the risk associated with a security or the risk of a portfolio of ...Read More

  • Murray Coleman

    Invesco: A Deeper Look At the Performance

    15,863
    by Murray Coleman — Updated: Monday, December 23, 2019

    To many investors, Atlanta-based Invesco Ltd. is an investment management conglomerate with a history of acquisitions and multi-asset platforms that spans the ...Read More

  • Mark Hebner and Murray Coleman

    Eugene Fama: One of A Kind

    16,925
    by Mark Hebner and Murray Coleman — Updated: Thursday, December 19, 2019

    Academics are a hallmark of the investment strategy that we recommend to our clients. While there are plenty of sales pitches professing some sort of new or ...Read More

  • murray@ifa.com

    Savings Contribution Limits Go Up

    1,523
    by Murray Coleman — Updated: Monday, December 9, 2019

    Contribution limits for 2020 for various retirement accounts are rising. Here's a breakdown of how much you can now save in a tax-friendly ...Read More

  • murray@ifa.com

    2019 Q3 Market Review [VIDEO]

    1,607
    by Murray Coleman — Monday, October 14, 2019

    The third quarter produced a script worthy of the best tear-jerking romantic novel. The world's two biggest economies couldn't resolve an ongoing trade tiff, ...Read More

  • Mark Hebner

    Rebalancing Portfolios

    16,366
    by Mark Hebner and Murray Coleman — Updated: Tuesday, August 20, 2019

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

  • Mark Hebner

    Asset Location

    21,126
    by Mark Hebner — Updated: Thursday, August 15, 2019

    An additional way that a passive advisor can add value is not just asset allocation but asset location. Specifically, for a client that has a mixture of ...Read More

  • Mark Hebner and IFA Contributors

    Advisor Alpha: The View from Vanguard

    10,884
    by Mark Hebner and Murray Coleman — Updated: Thursday, August 15, 2019

    At Index Fund Advisors, we have repeatedly cautioned investors to avoid getting ensnared in the never-ending pursuit of alpha by either picking stocks or ...Read More

  • murray@ifa.com

    2019 Q2 Market Review

    1,281
    by Murray Coleman — Thursday, July 25, 2019

    After logging strong returns in the opening three months of 2019, global equity markets slowed in the second ...Read More

  • Mark Hebner and Murray Coleman

    Selecting Investments Part 1

    57,400
    by Mark Hebner and Murray Coleman — Updated: Wednesday, July 24, 2019

    As a fiduciary for its clients, IFA only receives compensation from its clients and is therefore unbiased in its choice of ...Read More

  • Ian Liew

    SBBI: The Almanac of Returns Data

    15,690
    by Ian Liew and IFA Contributors — Updated: Friday, July 19, 2019

    Stocks, Bonds, Bills, and Inflation (SBBI) is often characterized as the Almanac of returns data. This magisterial work originally produced by Roger Ibbotson ...Read More

  • Mark Hebner

    Cash Withdrawal Considerations

    17,342
    by Mark Hebner — Updated: Thursday, July 18, 2019

    IFA is often in the position of accommodating regular cash withdrawal by its clients. The question is how to best generate cash for ...Read More

  • mike

    Tax Mistakes Reported by Politicians

    646
    by Murray Coleman — Tuesday, July 16, 2019

    The warnings about potential dangers of trying to file your own tax forms are well-documented. Indeed, we've explored at IFA Taxes many of the biggest blunders ...Read More

  • Brad Steiman

    Paradox of Skill

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    by Brad Steiman — Updated: Tuesday, July 9, 2019

    Manager selection is a process that requires analyzing noisy performance data, so it should lean heavily on the notion of statistical ...Read More

  • Rex Sinquefield

    Active vs Passive Management

    26,508
    by Murray Coleman — Updated: Tuesday, June 25, 2019

    Active management is the art of stock picking and market timing. Passive management refers to a buy-and-hold approach to money management. It can be applied to ...Read More