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Tom Allen and Mark Hebner

Dalbar QAIB: Investors are Still Their Own Worst Enemy

16,178
by Murray Coleman
Updated: Thursday, May 28, 2020

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

Article Library

  • Murray Coleman

    Diary of a 'Reformed' Journalist

    4,069
    by Murray Coleman — Updated: Thursday, May 21, 2020

    I was trained as a journalist to approach any type of speculative claim with a high degree of skepticism. But it took years of sifting through a wealth of academic research and market evidence for me to finally make a career change. In all honesty, it's just become too apparent ...Read More

  • Robin Powell

    Francis Galton and the Iron Rule of Markets

    4,048
    by Robin Powell — Updated: Friday, May 15, 2020

    “Reversion to the mean,” Jack Bogle once said, “is the iron rule of financial markets.” And if you understand nothing else about how investing works, grasping this one simple concept will give you a better chance of succeeding at it than supposedly more ...Read More

  • murray@ifa.com

    Q1 2020 Market Review [VIDEO]

    519
    by Murray Coleman — Tuesday, May 5, 2020

     In the first quarter of 2020, investors were reminded of the importance of understanding how markets really ...Read More

  • Jim Parker

    Sailing with the Tides

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    by Jim Parker — Updated: Thursday, April 30, 2020

    Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there’ll be rough seas. But the odds of reaching your destination increase greatly if you are prepared, flexible, patient, and well-advised. A mistake many ...Read More

  • murray@ifa.com

    Fear, Greed and Knowledge

    646
    by Mark Hebner and Murray Coleman — Wednesday, April 8, 2020

    It might not seem intuitive, but this graph shows valuable discipline is when markets ...Read More

  • Robin Powell

    The Wisdom of the Crowds: What Do You Know that Millions Don't?

    3,235
    by Robin Powell — Updated: Monday, February 17, 2020

    Imagine you’re at a village fête, and you decide to have a go at guessing the number of jelly beans in a jar. How confident would you be of guessing exactly right or, say within one or two of the actual number? Chances are, it’s a bit of a long ...Read More

  • Mark Hebner

    Time for the Fire Drill

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    by Mark Hebner — Updated: Monday, February 10, 2020

    Most of us remember the days at school when we had our routine fire drill. The fire alarms around the school would ring, we would all calmly and collectedly stand up, form a line, and walk out of the school to a safe place. While I am sure many ...Read More

  • Tom Allen and Mark Hebner

    T. Rowe Price: A Deeper Look at the Performance

    29,065
    by Mark Hebner and IFA Contributors — Updated: Monday, February 10, 2020

    T. Rowe Price has clearly stated their value proposition to their investors. But what exactly is that value and, more importantly, who is receiving the bulk of that ...Read More

  • murray@ifa.com

    2019 Q4 Review [VIDEO]

    792
    by Murray Coleman — Tuesday, January 28, 2020

     In the final quarter of 2019, investors were reminded of the importance of understanding how markets really ...Read More

  • Mark Hebner

    Standard Deviation

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    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

    18,965
    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 globe. With more than $1.18 trillion in assets under management, it's involved in everything from mutual ...Read More

  • Mark Hebner and Murray Coleman

    Eugene Fama: One of A Kind

    17,844
    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 “hot” idea on how to get rich quick, we rely on peer-reviewed academic research to guide the decisions that we ...Read More

  • murray@ifa.com

    UBS, Morgan Stanley, Merrill Lynch Earn Regulators' Wrath

    1,115
    by Murray Coleman — Tuesday, December 10, 2019

    In the past, we've chronicled cases of misdeeds by brokers working with investors not only in the U.S., but also around the world. A development that made headlines recently involved a particularly well-known name in global banking and financial services: UBS.  According to ...Read More

  • murray@ifa.com

    Savings Contribution Limits Go Up

    1,948
    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

  • Mark Hebner

    Dimensional Fund Advisors: A Deeper Look At The Performance

    64,148
    by Mark Hebner and Murray Coleman — Updated: Wednesday, December 4, 2019

    As many of our readers know, we don’t think too highly of the active mutual fund industry. Not because we have a personal vendetta against them, but because their pursuit of attempting to outperform the market using other investors’ money has only enriched themselves ...Read More

  • murray@ifa.com

    The Investment Premium: Another Factor of Expected Returns

    1,477
    by Murray Coleman — Tuesday, December 3, 2019

    A select group of market factors are known to drive stock and bond returns. Some offer less advantages to fund investors, such as momentum, which can prove difficult to capture without running up trading and other transactional costs.  Research by professors Eugene Fama and ...Read More

  • Mark Hebner

    Advisor Risk - How Would You Rate Your Advisor's Risk?

    17,699
    by Mark Hebner — Updated: Friday, November 1, 2019

    When it comes to investing, we can identify many risks investors assume, either knowingly or not. At Index Fund Advisors, we see it as our core mission to get investors to take the risks that are worth taking (e.g. market, size, value, term and default) and avoid the ones that ...Read More