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Jacksonville Public Pension Called Out in Audit

by Tom Allen and Brendan Connelly
Monday, November 23, 2015

We recently came across an article from The Florida Times-Union highlighting a private audit report on the Jacksonville Police ...Read More


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    2015 Year-End Fund Distributions & Portfolio Management

    by Tom Allen and Mark Hebner — Wednesday, November 18, 2015

    At Index Fund Advisors, it is standard operating procedure for us to tailor how we manage client portfolios at year-end in anticipation of dividend and capital gains distributions from the mutual funds that we ...Read More

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    The MFS "Active Advantage"... Really?

    by Tom Allen and Mark Hebner — Wednesday, November 11, 2015

    MFS Investment Management made very well scripted and produced commercials highlighting some of the typical selling points active managers like to make when speaking to investors. Let's take a deeper ...Read More

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    Recent Trends in the Global Market Breakdown

    by Tom Allen and Mark Hebner — Thursday, October 22, 2015

    The world economy is a continuously shifting system. Consumer preferences are in constant flux and new ideas for businesses are cropping up what seems like every single day. Where investors place value can ...Read More

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    Index Fund Assets Still on the Rise

    by Tom Allen and Mark Hebner — Wednesday, October 21, 2015

    The Investment Company Institute (ICI) published its annual Fact Book back in May, which addressed the recent trends in the mutual fund and exchange traded fund investment strategies. One of the most common ...Read More

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    Advice That Adds Up During Down Markets

    by Mark Hebner — Friday, October 16, 2015

    As recent global markets continue to test the patience of even some of the most stoic among us, how are you holding up? Are you finding it feasible (if not necessarily fun) to stick with your existing ...Read More

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    The 3rd Quarter of 2015 in Review [VIDEO]

    by Tom Allen and Mark Hebner — Thursday, October 15, 2015

    The 3rd Quarter of 2015 could pretty much be summed up by one word: red. We saw a lot of it, all over the world, among pretty much all asset classes. While Greece was dominating the headlines during the 2nd ...Read More

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    The Role of the Advisor in a Retirement Plan

    by Tom Allen and Mark Hebner — Friday, October 9, 2015

    We recently came across an article from Employee Benefit News that highlighted the overall disconnect that participants in small companies have with their 401(k) plan. The author stated very clearly, ...Read More

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    Unhealthy Attachments

    by Jim Parker — Wednesday, October 7, 2015

    Have you ever made yourself suffer through a bad movie because, having paid for the ticket, you felt you had to get your money’s worth? Some people treat investment the same way. Behavioral economists ...Read More

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    Considering Central Bank Influence on Yields

    by Dimensional Fund Advisors — Monday, October 5, 2015

    Many market participants presume that long-term interest rates will rise when a Fed tightening policy begins. However, history shows that short-term rates and long-term rates do not move in ...Read More

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    A Focus on Fixed Income

    by Mark Hebner — Monday, September 28, 2015

    Anyone who is keeping even a casual eye on financial headlines these days is aware that fixed income returns have been a moving target for a while now – at home and abroad. The general consensus is that ...Read More

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    RAFI ETFs: A Deeper Look at the Performance

    by Mark Hebner — Friday, September 18, 2015

    For about the past ten years, there has been an on-going debate in the world of indexing centering around whether index funds should be weighted by capitalization (the traditional method) or by fundamental ...Read More

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    Should Investors Sell After a "Correction"?

    by Weston Wellington — Thursday, September 17, 2015

    Stock prices in markets around the world fluctuated dramatically for the week ended August 27. On Monday, August 24, the Dow Jones Industrial Average fell 1,089 points—a larger loss than the “Flash ...Read More

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    IFA Report Access

    by Mark Hebner — Thursday, September 10, 2015

    Index Fund Advisors has always put our clients first. Whether it comes to investment advice, overall wealth management, a dedicated service team, or technological solutions to help with financial planning, we ...Read More

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    Forty-Two Years of a Random Walk Down Wall Street

    by Mark Hebner — Thursday, September 3, 2015

    “If one of your New Year’s resolutions is to improve your personal finances, here’s a suggestion: Instead of picking up one of the scores of new works flooding into bookstores, reread an old ...Read More

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    The Patience Principle

    by Jim Parker — Friday, August 28, 2015

    Global markets are providing investors a rough ride at the moment, as the focus turns to China’s economic outlook. But while falling markets can be worrisome, maintaining a longer term perspective makes ...Read More

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    When Times Are Turbulent – Invest and Relax

    by Tom Allen and Mark Hebner — Tuesday, August 25, 2015

    No doubt the recent volatility in the market place has investors unnerved. Friends, family, neighbors, work colleagues, are all giving their opinion on where we stand and what will happen in the near ...Read More

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    How Negative is the Negative-Sum Game of Investing?

    by Tom Allen and Mark Hebner — Tuesday, August 4, 2015

    In theory, investing is a zero-sum game and in practice it is a negative-sum game. Everyday, millions of individuals transact with one another based on their estimates or perception of where value currently ...Read More

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    Debunking the Inefficient Market Hypothesis

    by Tom Allen and Mark Hebner — Monday, August 3, 2015

    It is not uncommon to find financial pundits, analysts, financial advisors, or investment consultants that are willing to recommend indexing when it comes to a particular segment of the market; mainly, large ...Read More

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    The China Syndrome

    by Jim Parker — Friday, July 31, 2015

    The recent severe volatility in China’s share markets has raised questions among many investors about the causes of the fall and the wider implications for the global economy and markets. The Shanghai ...Read More

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    Exposure to Greece and China in Perspective

    by Tom Allen and Mark Hebner — Friday, July 24, 2015

    Many of our clients have been concerned about the issues involving Greece. Likewise, growth in China, the world’s second largest economy has begun to slow causing concern for investors about what the ...Read More

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    Greece is the Word

    by Jim Parker — Thursday, July 23, 2015

    In recent weeks, the world’s markets and media financial pages have focused intensely on the standoff between debt-laden Greece and its international lenders over the conditions of any further bailout. ...Read More

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    The 2nd Quarter of 2015 in Review

    by Tom Allen and Mark Hebner — Wednesday, July 22, 2015

    The 2nd Quarter of 2015 was quite a tumultuous one. With concerns over Greece existing the Eurozone, markets experienced significant volatility late in the quarter. For those investors who were able to ride ...Read More

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    Passive Investing: Seeing the Forest For the Trees

    by Tom Allen and Mark Hebner — Monday, July 20, 2015

    Sometimes it is hard to focus on the big picture, often getting caught up in the minutia where we are expending our efforts for little benefit in return. Other times we lose sight of the purpose of our efforts ...Read More

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    Maryland - Ready For an Investment Change

    by Tom Allen and Mark Hebner — Wednesday, July 15, 2015

    No this is not a political campaign slogan, but more of a realization. The Baltimore Sun recently published an article highlighting the recent popularity of passive investing and how some of the biggest ...Read More

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    The Momentum Factor: An Empirical Update

    by Tom Allen and Mark Hebner — Thursday, July 9, 2015

    The Momentum Factor has been well documented since the early 1990s[i]. As a quick reminder, the Momentum Factor is the tendency of stocks that have outperformed (or underperformed) the market over the last ...Read More

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    IFA is Ahead of the Trends in Retirement Plans

    by Tom Allen and Mark Hebner — Tuesday, July 7, 2015

    A recent article published on summarized the recent trends in retirement asset size and location. Not surprisingly, more and more assets are being geared towards individual retirement accounts ...Read More

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    Why DFA Is a Strategic Partner of Our Mission

    by Tom Allen and Mark Hebner — Monday, July 6, 2015

    As most of our readers can probably tell, we are big fans of Dimensional Fund Advisors (DFA). Our recommended mutual fund lineup, record-keeper for retirement plans, and experts for research in the field of ...Read More

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    Celebrate Financial Independence - Invest & Relax

    by Mark Hebner — Thursday, July 2, 2015

    In the next few days most of us will be thinking more about barbeques and bottle rockets than about freedom and independence. Cheers to those who fully partake in the uniquely American holiday. It’s with ...Read More

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    JP Morgan: A Case Study in What is Not a Fiduciary!

    by Tom Allen and Mark Hebner — Wednesday, July 1, 2015

    The investment advisory industry has grown tremendously in the last 10 years. We are no longer in the simple world of retiring with a pension and not having to worry about making it across the proverbial ...Read More

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    What Greece Means for Investors

    by Mark Hebner — Tuesday, June 30, 2015

    Like a slow-motion glacier melting into a rushing river, it would appear that the markets have been swept into a period of heightened global uncertainty driven by a long-looming Greek debt crisis. If ...Read More

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    Come On Hartford, You Know Better!

    by Tom Allen and Mark Hebner — Tuesday, June 23, 2015

    We recently came across the Second Quarter 2015 White Paper from Hartford Funds, which attempted to address the recent investor trend of shifting more and more money to passive investment strategies. But their ...Read More

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