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Robin Powell

Teaching People to Trade Stocks is Like Starting Them on Heroin - Munger

377
by Robin Powell
Friday, February 15, 2019

Warren Buffett may be the most famous advocate of low-cost index funds, but his sidekick Charlie Munger has been just as insistent over the years that, for most people, indexing is the best way to ...Read More

Article Library

  • Dimensional Fund Advisors

    Deja Vu All Over Again

    318
    by Dimensional Fund Advisors — Tuesday, February 12, 2019

    Investment fads come and go. Letting short-term trends influence your approach may be counterproductive to pursuing your financial ...Read More

  • murray@ifa.com

    2018 Q4 Market Review

    563
    by Murray Coleman — Tuesday, February 5, 2019

    Emerging markets and global real estate stock indexes used in IFA portfolios outpaced U.S., developed international in ...Read More

  • Murray Coleman

    Too Few Investors Taking 'Big Picture' View: Study

    680
    by Murray Coleman — Monday, January 7, 2019

    How big of a difference can an objective set of professional eyes add to an investor's overall financial success outside of managing a portfolio? A new study takes a look at just that question. Instead of considering hypotheticals, however, this report goes directly to the ...Read More

  • murray@ifa.com

    A Deeper Look: Goldman Sachs

    949
    by Murray Coleman — Wednesday, December 26, 2018

    As part of IFA's series breaking down active fund managers' performance, we now put Goldman Sachs under our ...Read More

  • Dimensional Fund Advisors

    Recent Market Volatility

    1,460
    by Dimensional Fund Advisors — Monday, December 24, 2018

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

  • murray@ifa.com

    Savings Contribution Limits Go Up

    457
    by Murray Coleman — Thursday, December 20, 2018

    Contribution limits for 2019 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 and Murray Coleman

    Dividends and the Lag in Fund Values

    6,749
    by Mark Hebner and Murray Coleman — Tuesday, December 18, 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 to take the opportunity to review the ...Read More

  • Murray Coleman

    2018 Q3 Market Review

    735
    by Murray Coleman — Wednesday, November 28, 2018

    With technology bellwethers Apple and Amazon becoming America's first companies with market capitalizations surpassing $1 trillion, blue chip domestic stocks turned in banner performances in 2018's third quarter. Robust economic growth and corporate profits overshadowed jitters ...Read More

  • Dimensional Fund Advisors

    Midterm Elections—What Do They Mean for Markets?

    838
    by Dimensional Fund Advisors — Monday, November 5, 2018

    It's almost Election Day in the US once again. For those who need a brief civics refresher, every two years the full US House of Representatives and one-third of the Senate are up for reelection. While the outcomes of the elections are uncertain, one thing we can count on ...Read More

  • Jim Parker

    A Question of Equilibrium

    826
    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 buying if so many people are ...Read More

  • Murray Coleman and Mark Hebner

    False Diversification: Liquid Alts

    1,688
    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?

    11,153
    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

  • murray@ifa.com

    2018 Q2 Market Review

    1,115
    by Murray Coleman — Tuesday, July 17, 2018

    As global trade tensions rose, investors kept buying shares of domestic companies. But foreign stocks fell into the red for the quarter and ...Read More

  • Mark Hebner and Murray Coleman

    A Deeper Look: Principal Financial Group

    1,839
    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 microscope Principal Financial ...Read More

  • Emerging Markets Step Ahead: Q1 Review

    2018 Q1 Market Review

    1,263
    by Murray Coleman — Thursday, May 3, 2018

    The power of portfolio diversification showed in the initial three months of 2018. While blue chip U.S. stocks took a step back, IFA's indexes tracking emerging markets surged ahead in the first ...Read More

  • murray@ifa.com

    Closet Indexers Face More Scrutiny

    1,479
    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 trillion in ...Read More

  • murray@ifa.com

    Investment Management's Dirty Little Secret

    1,983
    by Murray Coleman — Thursday, April 26, 2018

    The financial advice industry has a dark secret, one that costs global investors dearly every year. In a wide-ranging Q&A, IFA Founder Mark Hebner talks about these and other money management potholes that investors should avoid and how to do ...Read More

  • murray@ifa.com

    Putting 'Fiduciary' into Retirement Planning

    1,459
    by Murray Coleman — Tuesday, April 10, 2018

    The U.S. retirement plan marketplace keeps evolving. Just ask Shareen Balkey, who sees such changes in 401(k) plans and the like as boosting the need for true fiduciaries to help both plan participants and ...Read More

  • Murray Coleman

    Diary of a 'Reformed' Journalist

    2,757
    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 academic research and market evidence for me to finally make a career change. In all honesty, it's just become too apparent ...Read More

  • Mary Brunson

    Feeling Good About Your Fund Manager? Read and Heed the Fine Print

    1,547
    by Mary Brunson — Friday, March 30, 2018

    Each year, fund managers randomly land in one of four performance quartiles. And, every year, Standard and Poor's issues its annual Persistence Scorecard, tracking the past and subsequent performance of those managers. One of the uses of the study is to track how winning ...Read More

  • Jim Parker

    Sailing with the Tides

    1,315
    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 reaching your destination increase greatly if you are prepared, flexible, patient, and well-advised. A mistake many ...Read More

  • Tom Allen and Mark Hebner

    Great West: A Deeper Look at the Performance

    3,848
    by Mark Hebner and IFA Contributors — Thursday, March 22, 2018

    Great-West Financial is a subsidiary of Great-West Life, Co. (TSX: GWO), which itself is a subsidiary of Power Financial Corp. (TSX: POW) based out of Montreal, Quebec, Canada. Great-West Financial is the American market for Great-West Life, Co.’s, selling its investment, ...Read More

  • Murray Coleman

    Bad Brokers

    1,560
    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 development is that the Securities and Exchange Commission has settled with Ameriprise Financial Services over allegations the ...Read More

  • David Booth

    A Transformed Investor's View of Market Uncertainty

    1,619
    by David Booth — Tuesday, March 13, 2018

    Markets have been up and down this year, which can be hard for many investors to live with. During periods like these, hearing stories about how other people deal with uncertainty can be helpful. My friend Dave Goetsch is an executive producer of The Big Bang Theory. Even though ...Read More

  • Brad Steiman

    Relying on Market Prices

    1,567
    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 recurring topic lately. According to some stories, the rising popularity of indexing has distorted prices because fewer shares ...Read More