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David vs. Goliath: Houghton College Beats Harvard in Endowment Performance

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by Tom Allen and Mark Hebner
Thursday, February 16, 2017

College endowment performance is out for 2016 and there is a surprising winner with a not so surprising investment strategy, at least to us. Many endowments have been known for following the “Yale Model” made popular by Yale’s Chief Investment Officer, ...Read More

Archive

  • IFA By the Numbers - 2017

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    by Mark Hebner — Tuesday, January 31, 2017

    As we begin 2017, 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

  • Managing Investor Expectations

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    by Mark Hebner — Wednesday, January 18, 2017

    Expectations can be a double edged sword. On one side, expectations represent what is most likely to take place, which can have practical value when talking ...Read More

  • A Look Back at 2016

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    by Weston Wellington — Monday, January 16, 2017

    Every year brings its share of surprises. But how many of us could have imagined that 2016 would see the Chicago Cubs win the World Series, Bob Dylan receive ...Read More

  • Retirement Funds: The "Off Limits" Money

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    by Tom Allen and Mark Hebner — Wednesday, December 28, 2016

    Saving for retirement, let alone saving enough for a retirement, is a difficult endeavor for most investors. With the majority of baby boomers being ...Read More

  • Targeting Premiums & Diversification

    1,162
    by Tom Allen and Mark Hebner — Tuesday, November 29, 2016

    Diversification provides many benefits for investors. Not only can we increase expected returns for a given level of risk, but we can also increase the ...Read More

  • The Power of Markets

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    by Dimensional Fund Advisors — Tuesday, November 1, 2016

    In 1958, economist Leonard Read published an essay entitled “I, Pencil: My Family Tree as Told to Leonard E. Read.” The essay, narrated from the ...Read More

  • IFA By the Numbers - 2016

    5,184
    by Mark Hebner — Monday, October 31, 2016

    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 Numbers) on the ...Read More

  • The 3rd Quarter of 2016 in Review [VIDEO]

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    by Tom Allen and Mark Hebner — Friday, October 21, 2016

    The 3rd Quarter of 2016 was a great example of the disconnect between markets and economies that many often believe are closely tied together. While economic ...Read More

  • The Importance of Hiring a Fiduciary

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    by Tom Allen and Mark Hebner — Wednesday, September 21, 2016

    Index Fund Advisors embraces the responsibility of putting our clients’ best interest first and foremost.  Being beholden to the fiduciary standard ...Read More

  • Luck vs. Skill: An Update!

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    by Tom Allen and Mark Hebner — Thursday, August 25, 2016

    The active fund industry is a marketing machine; ready to pitch short term outperformance as an indication of manager skill. Investors subsequently make a ...Read More

  • Index Funds: The Documentary Film

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    by Mark Hebner — Monday, August 8, 2016

    I am very proud to share this film with you and ask that you help spread the word. I’d also like to thank you for your support, your interest and your ...Read More

  • The 2nd Quarter of 2016 in Review [VIDEO]

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    by Tom Allen and Mark Hebner — Tuesday, July 26, 2016

    The second quarter of 2016 was mixed in terms of good and bad news as well as performance. While the Eurozone experienced a big shock in terms of the ...Read More

  • Closing the Behavior Gap

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    by Tom Allen and Mark Hebner — Monday, July 25, 2016

    “Insanity: doing the same thing over and over again and expecting different results.” – Albert Einstein Market timing is and has been one of ...Read More