Advisor Chat | Contact Us | Call: 888-643-3133

Featured Article

Replacing Speculation With An Education: Investors Embrace Index Funds

485
by Tom Allen and Mark Hebner
Wednesday, February 3, 2016

The war has been long. Much longer than the World Wars of the 20th century, the Vietnam War, the Civil War, and even the war on terrorism. This war started in the early 1960s, when statisticians began digging into stock price data to find trends. To their bewilderment, ...Read More

Archive

  • 1410

    The Retirement Plan Puzzle: Advisor is the Key Piece

    488
    by Tom Allen and Mark Hebner — Friday, January 29, 2016

    The retirement plan industry has come out of the shadows in the last three decades. For the better half of the last century, the topic of retirement plans could have rivaled watching the grass grow in terms of ...Read More

  • 1406

    A Vanishing Value Premium?

    737
    by Weston Wellington — Friday, January 22, 2016

    Value stocks underperformed growth stocks by a material margin in the US last year. However, the magnitude and duration of the recent negative value premium are not unprecedented. This column reviews a ...Read More

  • 1405

    The 4th Quarter of 2015 in Review [VIDEO]

    896
    by Tom Allen and Mark Hebner — Wednesday, January 20, 2016

    The best way we can describe the 4th Quarter, overall, is a great end to somewhat of an abysmal year. Stocks delivered positive results in the United States, International/Developed, and Emerging Markets. ...Read More

  • 1402

    2016: Ten Predictions to Count On

    936
    by Jim Parker — Wednesday, January 13, 2016

    The New Year is a customary time to speculate. In a digital age, when past forecasts are available online, market and media professionals find it harder to hide their blushes when their financial predictions ...Read More

  • 1400

    The Market Playing Peek-a-Boo

    756
    by Mark Hebner — Thursday, January 7, 2016

    Have you ever noticed how a newborn’s favorite game is peek-a-boo? Now you see it. Now you don’t. In 2015, global markets seemed particularly intent on playing peek-a-boo with ...Read More

  • 1399

    The Market Knows Best: Federal Reserve Raises Rates

    684
    by Tom Allen and Mark Hebner — Tuesday, January 5, 2016

    Well there you have it folks. The Federal Reserve finally took action to increase the Federal Funds Rate. The catastrophe that was anticipated by many financial pundits ended up being what seemed like no news ...Read More

  • 1398

    5 Actions You Should Take Going Into 2016

    1,488
    by Tom Allen and Mark Hebner — Tuesday, December 29, 2015

    As we button up the end of another year here at IFA, we wanted to remind clients of some of the things they should be thinking about when it comes to their finances going into ...Read More

  • 1397

    The Short End of a Corrupt Giant

    1,050
    by Tom Allen and Mark Hebner — Monday, December 28, 2015

    Most of us are aware of the story of David and Goliath from the Holy Bible. According to the Books of Samuel, Goliath was a Philistine warrior of tremendous strength and size who was defeated by a ...Read More

  • 1395

    Portfolio Rebalancing: A Reminder on Why We Do It

    1,970
    by Tom Allen and Mark Hebner — Thursday, December 17, 2015

    As we come to the end of the year, many clients may be wondering whether or not there needs to be action taken within their portfolio. Some asset classes, like International/Developed Small Cap stocks, have ...Read More

  • 1394

    Thrivent Financial: A Deeper Look at Their Performance

    1,443
    by Tom Allen and Mark Hebner — Tuesday, December 15, 2015

    Thrivent Financial is a wonderful story about a non-profit that has done a tremendous job formulating a successful financial planning process. Focusing on the niche clientele of Christians, Thrivent provides a ...Read More

  • 1392

    Second-Hand News

    2,005
    by Jim Parker — Friday, December 4, 2015

    Why don’t the media run more good news? One view is bad news sells. If people preferred good news, the media would supply it. But markets don’t see news as necessarily good or bad, rather in terms ...Read More

  • 1391

    A Journey to the Past for Advice in the Present

    1,318
    by Tom Allen and Mark Hebner — Wednesday, December 2, 2015

    Let’s travel back 55 years into the past and see what the world was like. It was the early-1960s, where our country was still riding the coattails of a post-war economic and population boom. President ...Read More

  • 1389

    2015 Year-End Fund Distributions & Portfolio Management

    1,944
    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

  • 1387

    The MFS "Active Advantage"... Really?

    2,147
    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

  • 1383

    Recent Trends in the Global Market Breakdown

    2,176
    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

  • 1382

    Index Fund Assets Still on the Rise

    2,148
    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

  • 1380

    Advice That Adds Up During Down Markets

    2,293
    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

  • 1379

    The 3rd Quarter of 2015 in Review [VIDEO]

    2,266
    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

  • 1378

    The Role of the Advisor in a Retirement Plan

    2,257
    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

  • 1376

    Unhealthy Attachments

    2,055
    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

  • 1375

    Considering Central Bank Influence on Yields

    1,992
    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

  • 1372

    A Focus on Fixed Income

    2,656
    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

  • 1370

    RAFI ETFs: A Deeper Look at the Performance

    2,439
    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

  • 1369

    Should Investors Sell After a "Correction"?

    2,494
    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

  • 1366

    IFA Report Access

    2,743
    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

  • 1364

    Forty-Two Years of a Random Walk Down Wall Street

    26,188
    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

  • 1362

    The Patience Principle

    3,164
    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

  • 1360

    When Times Are Turbulent – Invest and Relax

    3,079
    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

  • 1353

    How Negative is the Negative-Sum Game of Investing?

    2,535
    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

Become An IFA Client

Talk to an Experienced Advisor

about your investments. We help thousands of people a year and are ready to help you.

Get Started
or

Calculate Your Risk Capacity-

the first step to deciding wich portfolio will generate optimal returns for you.

Get Started