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Discover how investment costs impact your returns more than market movements, as explained by Vanguard founder John Bogle.6

John Bogle's Cost Matters Hypothesis

1,152 viewsby Mark Hebner — Thursday, September 17, 2026

Investors cannot control what markets will return. They can exert meaningful control over many of the costs they pay to capture those returns. John Bogle argued that this simple fact may be more important than any theory about whether markets are perfectly efficient.  … Read More
Discover how evidence-based strategies, diversification, and discipline lie at the heart of David Booth's timeless investment philosophy in "Stay Calm."7

Stay Calm, Tune Out the Noise, Invest and Relax

1,271 viewsby Mark Hebner — Wednesday, September 16, 2026

David Booth's new book reinforces an investment philosophy that Index Fund Advisors has taught since 1999: accept uncertainty, trust market prices, diversify broadly, follow the evidence, and stop trying to predict what cannot be predicted.  … Read More
Explore why chasing certainty in small cap value stocks often backfires and how timing mistakes can derail your long-term financial goals. 10

The Small Cap Value Premium Kept Changing Its Answer

2,302 viewsby 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.   … Read More
Explore the history of index funds, from John Bogle's "folly" to the rise of Vanguard 500 ETF as a global investment powerhouse.11

Fifty Years of "Bogle's Folly"

1,983 viewsby 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
Investigate concerns related to style drift in American Funds portfolios and its impact on long-term benchmarking and asset allocation strategies.13

American Funds: A Deeper Look at the Performance

32,483 viewsby 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

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