Articles from Index Fund Advisors, Inc.

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The Small Cap Value Premium Kept Changing Its Answer

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by Robin Powell Tuesday, September 01, 2026

The small cap value premium re-emerged in 2026. Then it went away again. Then it came back. Anyone holding out for the numbers to settle first was holding out for something short-run returns never do. Look at what your portfolio told you about the small cap value premium this

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Explore the history of index funds, from John Bogle's "folly" to the rise of Vanguard 500 ETF as a global investment powerhouse.

Fifty Years of "Bogle's Folly"

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by Mark Hebner — Monday, August 31, 2026

On August 31, 1976, a small mutual fund called First Index Investment Trust began operations. It aimed to raise between $50 million and $150 million in its initial underwriting. It raised a little more than $11 million — “an abject failure,” in John Bogle’s own blunt assessment. Critics called it … Read More

IFA's ongoing research series examines the banker's actively managed mutual funds.

Morgan Stanley: A Deeper Look at Performance

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by Jesse Fulton — Monday, August 31, 2026

IFA's ongoing research series examines the banker's actively managed mutual funds. … Read More

Investigate concerns related to style drift in American Funds portfolios and its impact on long-term benchmarking and asset allocation strategies.

American Funds: A Deeper Look at the Performance

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by Mark Hebner — Friday, August 28, 2026

The Mutual Fund Alpha Charts shown below compare 37 different American Funds, all A Shares, (see trading symbols just above the chart) to their Morningstar analyst-designated benchmark. … Read More

A sound evidence-based investment process needs to consider how market volatility can be used to reduce your taxes through tax-loss harvesting.

Tax-Loss Harvesting: Taking Advantage of Opportunities

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by Jesse Fulton — Monday, August 24, 2026

A sound evidence-based investment process needs to consider how market volatility can be used to reduce your taxes. … Read More

In this study, we compare DFA's funds to those from the investment shop that John Bogle built.

Vanguard Vs. Dimensional: A Practical View

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by Mark Hebner — Friday, August 21, 2026

In this study, we compare DFA's funds to those from the investment shop that John Bogle built. … Read More

A DAF can be a tax-efficient and less-complex tool to accomplish your philanthropic goals. Here's what to consider.

Is a Donor Advised Fund Right for You?

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by Jesse Fulton — Wednesday, August 19, 2026

A DAF can be a tax-efficient and less-complex tool to accomplish your philanthropic goals. Here's what to consider. … Read More

Discover the story of Thomas Bayes, his groundbreaking theorem, and its profound impact on probability theory and modern investing.

The Minister's Manuscript | Thomas Bayes (PoP EP11)

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by Claude Hebner | IFA.com — Tuesday, August 18, 2026

Discover the story of Thomas Bayes, his groundbreaking theorem, and its profound impact on probability theory and modern investing. … Read More

Discover how a coding error undermined claims that AI could pick winning mutual funds, reshaping expectations for machine learning in finance.

Can AI Pick Winning Mutual Funds? What a Coding Error Revealed

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by Robin Powell — Monday, August 17, 2026

A study once claimed machine learning could pick winning mutual funds. It turned out the model had accidentally been given a preview of the future — take that away, and the result vanishes. Professional investment consultants have not consistently demonstrated an ability to spot winning fund managers in advance, and … Read More

Learn why infinite expected value doesn't hold up in real life, and how Bernoulli's utility theory reshaped probability and rational decision-making.

The Logarithm of Wealth | Daniel Bernoulli (PoP EP10)

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by Claude Hebner | IFA.com — Monday, August 10, 2026

Learn why infinite expected value doesn’t hold up in real life, and how Bernoulli's utility theory reshaped probability and rational decision-making. … Read More

Discover how just 46 companies generated half of the U.S. stock market's $91 trillion in shareholder wealth over the past century.

Stock Market Concentration Has Accelerated - Here's What the New Data Shows

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by Robin Powell — Friday, August 07, 2026

Discover how just 46 companies generated half of the U.S. stock market's $91 trillion in shareholder wealth over the past century. … Read More

Learn how romance scams unfold, the warning signs, and tips to protect your finances from fraudulent schemes targeting retirement savings.

Executive Brief: Romance Scams

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by Mark Hebner — Thursday, August 06, 2026

A five-minute read on how financial grooming works, the warning signs, and the safeguards that stop it. The full white paper covers the same ground in depth. $929M Reported lost to romance and confidence fraud in the United States in 2025 — up 38% in a single year $7.75B Total … Read More

Learn to identify warning signs of financial grooming and romance scams, plus the safeguards that stop them before money moves.

White Paper: Romance Scams

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by Mark Hebner — Thursday, August 06, 2026

How financial grooming works, the warning signs that appear before the first dollar moves, and the safeguards that actually stop it. Who this paper is for Investors of every age and level of sophistication — including retirees, widows and widowers, and anyone managing a lifetime of savings. Adult children, family … Read More

Dive into Abraham de Moivre's groundbreaking work on the bell curve, his contributions to statistics, and his lasting impact on modern math.

The Exile at Slaughter's Coffee House | Abraham de Moivre (PoP EP9)

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by Claude Hebner | IFA.com — Thursday, August 06, 2026

Dive into Abraham de Moivre's groundbreaking work on the bell curve, his contributions to statistics, and his lasting impact on modern math. … Read More

Discover how debt and savings are two sides of the same coin. Learn practical tips to manage debt and build wealth for financial security.

From Hammurabi's Ledger to the Minimum Payment: The Long History of Owing — and the Freedom It Costs

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by Mark Hebner — Wednesday, August 05, 2026

Discover how debt and savings are two sides of the same coin. Learn practical tips to manage debt and build wealth for financial security. … Read More

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