Articles From Mark Hebner and IFA Contributors (6)

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  • Tom Allen and Mark Hebner

    T. Rowe Price: A Deeper Look at the Performance

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    by Mark Hebner and IFA Contributors — Updated: Monday, February 10, 2020

    T. Rowe Price has clearly stated their value proposition to their investors. But what exactly is that value and, more importantly, who is receiving the bulk of that ...Read More

  • Mark Hebner and IFA Contributors

    The Funded Ratio: An Actuarial Approach to Retirement Spending

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    by Mark Hebner and IFA Contributors — Updated: Wednesday, June 26, 2019

    In a recent Financial Professional Outlook, Russell Investments surveyed 234 financial advisors across 145 investment firms nationwide. According to their results, 60% of advisors said that more than half of their clients are near or in ...Read More

  • Mark Hebner and IFA Contributors

    Profitability and a Four-Factor Model

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    by Mark Hebner and IFA Contributors — Updated: Tuesday, May 21, 2019

    When constructing or evaluating a domestic equity portfolio, Index Fund Advisors has traditionally utilized the three-factor asset pricing model that Professors Eugene Fama and Ken French introduced1 in 1993. This model states that the expected return of a broadly diversified ...Read More

  • Tom Allen and Mark Hebner

    Great West: A Deeper Look at the Performance

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    by Mark Hebner and IFA Contributors — Thursday, March 22, 2018

    Great-West Financial is a subsidiary of Great-West Life, Co. (TSX: GWO), which itself is a subsidiary of Power Financial Corp. (TSX: POW) based out of Montreal, Quebec, Canada. Great-West Financial is the American market for Great-West Life, Co.’s, selling its investment, ...Read More

  • Tom Allen and Mark Hebner

    Prudential Financial: A Deeper Look at the Performance

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    by Mark Hebner and IFA Contributors — Updated: Tuesday, January 30, 2018

    Prudential Financial is a Fortune 500 company based out of Newark, New Jersey. Traded on the New York Stock Exchange (NYSE: PRU), Prudential Financial employs over 49,000 people across 40 countries, offers insurance products, wealth management, fund management, and retirement ...Read More