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Murray Coleman

Advisors at Wells Fargo Swept into Sales Scandal

214
by Murray Coleman
Tuesday, September 18, 2018

Reports cite complaints that bank's wealth management unit is pushing riskier investments and cross-selling banking ...Read More

Article Library

  • Murray Coleman and Mark Hebner

    False Diversification: Liquid Alts

    1,093
    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?

    10,200
    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

    889
    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

    1,039
    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

    5,660
    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

    2,334
    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

    941
    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

    1,129
    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

    1,230
    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

    1,244
    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

    1,353
    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

    2,262
    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

    1,164
    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

    1,758
    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

    1,339
    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

  • Dimensional Fund Advisors

    As Goes January, So Goes the Year?

    1,382
    by Dimensional Fund Advisors — Tuesday, January 9, 2018

    As investors ring in the new year, some may see the occasional headline about the “January Indicator” or “January Barometer.” This ...Read More

  • Mark Hebner

    IFA By the Numbers - 2018

    4,185
    by Mark Hebner — Friday, January 5, 2018

    As we begin 2018, it has become a tradition that we reflect on the prior year by collecting our IFA statistics (or, what has grown to be known as IFA By the ...Read More

  • Jim Parker, Dimensional Fund Advisors

    Catchphrase Investing

    2,198
    by Jim Parker, Dimensional Fund Advisors — Tuesday, December 26, 2017

    The financial media is drawn to catchphrases, acronyms, and buzzwords that can be sold as the new thing. FAANG (Facebook, Apple, Amazon, Netflix, and Google) ...Read More

  • Mark Hebner

    Rebalancing Portfolios

    13,794
    by Mark Hebner — Tuesday, December 12, 2017

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

  • Mark Hebner

    Time for the Fire Drill

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    by Mark Hebner — Monday, December 4, 2017

    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 ...Read More

  • Dimensional Fund Advisors

    Key Questions for the Long-Term Investor

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    by Dimensional Fund Advisors — Tuesday, November 28, 2017

    Focusing on what you can control can lead to a better investment experience. Whether you’ve been investing for decades or are just getting started, at ...Read More