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murray@ifa.com

Market Volatility Hits Active Managers Hard

121
by Murray Coleman
Tuesday, December 11, 2018

At least one hedge fund manager has resorted to sending a message of distress to investors via ...Read More

Article Library

  • Dimensional Fund Advisors

    Recent Market Volatility

    850
    by Dimensional Fund Advisors — Tuesday, December 4, 2018

    What should you make of recent ups and downs in the stock market? Here's helpful context on volatility and expected ...Read More

  • Jim Parker

    A Question of Equilibrium

    582
    by Jim Parker — Tuesday, October 30, 2018

    "Sellers were out in force on the market today after negative news on the economy." It's a common line in TV finance reports. But have you ever wondered who is ...Read More

  • Murray Coleman and Mark Hebner

    False Diversification: Liquid Alts

    1,299
    by Murray Coleman and Mark Hebner — Monday, August 13, 2018

    Trying to take advantage of the benefits of diversification, purveyors of liquid alts are going wild. But don't believe all of the ...Read More

  • Murray Coleman

    A Vanishing Value Premium?

    10,722
    by Murray Coleman — Tuesday, July 31, 2018

    New research by DFA confronts head-on whether the value premium is fading. Analysts crunch 90 years worth of data to gain a better ...Read More

  • Mark Hebner and Murray Coleman

    A Deeper Look: Principal Financial Group

    1,302
    by Mark Hebner and Murray Coleman — Tuesday, July 3, 2018

    As part of IFA's ongoing series breaking down how active managers at major fund complexes are actually doing compared to their indexes, we've put through our ...Read More

  • murray@ifa.com

    Closet Indexers Face More Scrutiny

    1,270
    by Murray Coleman — Monday, April 30, 2018

    A group of 13 large active managers have agreed to suppy data about how closely funds track their indexes. Overall, closet indexers are expected to top $1.3 ...Read More

  • Mark Hebner and Murray Coleman

    Dividends and the Lag in Fund Values

    6,035
    by Mark Hebner and Murray Coleman — Thursday, April 5, 2018

    At the end of each quarter, investors can see dividend and/or capital gain distributions from their mutual funds. The mechanics may seem confusing, so we want ...Read More

  • Murray Coleman

    Diary of a 'Reformed' Journalist

    2,555
    by Murray Coleman — Tuesday, April 3, 2018

    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 ...Read More

  • Jim Parker

    Sailing with the Tides

    1,165
    by Jim Parker — Tuesday, March 27, 2018

    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 ...Read More

  • Murray Coleman

    Bad Brokers

    1,364
    by Murray Coleman — Tuesday, March 20, 2018

    Despite a push by regulators to raise legal standards for how brokers work with investors, misdeeds keep popping up in the public record. The latest ...Read More

  • Brad Steiman

    Relying on Market Prices

    1,391
    by Brad Steiman — Tuesday, March 6, 2018

    To pique the interest of investors, the financial media often features stories about the hidden dangers in the market—and index funds have been a ...Read More

  • Tom Pohlen and Mark Hebner

    The 4th Quarter of 2017 in Review

    1,500
    by Tom Pohlen and Mark Hebner — Tuesday, February 20, 2018

    Once again in quarter four of 2017, markets delivered positive results across all major asset classes to close out the year.  While International ...Read More

  • Mark Hebner

    Market Declines and Volatility

    1,589
    by Mark Hebner — Wednesday, February 14, 2018

    In light of all this market volatility over the last few days, we wanted to remind you of the benefits of being a buy and hold ...Read More

  • jackson

    Recent Market Volatility

    2,398
    by Dimensional Fund Advisors — Wednesday, February 7, 2018

    After a period of relative calm in the markets, in recent days the increase in volatility in the stock market has resulted in renewed anxiety for many ...Read More

  • Dimensional Fund Advisors

    New Year, New Market Highs

    1,393
    by Dimensional Fund Advisors — Monday, February 5, 2018

    Throughout 2017, the S&P 500 Index recorded 62 new closing highs in 251 days of trading. In the first three weeks of January 2018 alone, the index crossed ...Read More

  • jackson

    The Uncommon Average

    2,002
    by Dimensional Fund Advisors — Tuesday, January 23, 2018

    “I have found that the importance of having an investment philosophy—one that is robust and that you can stick with— cannot be ...Read More

  • Dimensional Fund Advisors

    Home Bias and Global Diversification

    1,630
    by Dimensional Fund Advisors — Thursday, January 11, 2018

    By pursuing a globally diversified approach to investing, one doesn’t have to attempt to pick winners to achieve a rewarding investment experience. Every ...Read More