Articles From Murray Coleman (98)

One thing is for certain: A steady stream of pundits keep trying to predict the impact on ...Read More

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

Stocks staged a dramatic second quarter reversal, highlighting the need for investors to remain ...Read More

Financial research abounds. At least one fund company, though, is trying to highlight more robust ...Read More

The latest report digs deeper than its sister SPIVA scorecard to focus on how consistently active managers ...Read More

Many plan participants may not fully understand all the advantages their employerprovided retirement plan provides. Here are three aspects of a retirement plan that may surprise ...Read More

More complaints about Merrill Lynch again highlight need to work with fiduciaries, not ...Read More

This popular tech tool, which clients can utilize for free, is part of an enhanced IFA financial planning ...Read More

The U.S. retirement plan marketplace keeps evolving. Just ask Shareen Balkey, who sees such changes in 401(k) plans and the like as boosting the need for true fiduciaries to help both plan participants and ...Read More

Dimensional's co-head of research explains how best to track and quantify the premium investors gain from tilting to value ...Read More

A pandemic leads S&P to issue a special edition to include this year's quarterly ...Read More

The list of misdeeds involves brokers from Merrill Lynch, Morgan Stanley, JPMorgan Chase and ...Read More

It's only natural to worry that daily stock slides will reoccur. Here's a look at how markets have actually ...Read More

Experts warn that cryptorcurrencies like Bitcoin bring out investors’ worst behavior, even more so than actively trading in ...Read More

The latest update of this research series analyzes fund performances by investment behavior versus actual ...Read More

At least in theory, tax code changes could open new doors for investors with their traditional IRA ...Read More

I was trained as a journalist to approach any type of speculative claim with a high degree of skepticism. But it took years of sifting through a wealth of academic research and market evidence for me to finally make a career change. In all honesty, it's just become too apparent ...Read More

Staying invested, whether through small-cap or blue-chip stocks, correlates to greater portfolio ...Read More

As part of IFA's ongoing research series, we've put under our microscope Principal Financial ...Read More

Protecting valuable personal assets is a strategy that experts warn many investors might not be fully ...Read More

 In the first quarter of 2020, investors were reminded of the importance of understanding how markets really ...Read More

The CARES Act creates new flexibility for 401(k) and 403(b) savers. But savings and tax nuances ...Read More

With a proposed merger looming, how has Legg Mason's funds lineup performed as a standalone active ...Read More

Don't take lightly April's focus on investment education. At IFA, Mark Hebner says he sure ...Read More

Dave Goetsch, who worked as an executive producer of TV's "The Big Bang Theory," offers some investment insights. ...Read More

The independent research shop upgrades its ratings, landing DFA in the top-tier of fund ...Read More

The hedge funds industry is in trouble, and for good reason, notes major news outlets like the WSJ and ...Read More

Building on SPIVA research, analysts dig into how persistent active managers are in beating their benchmarks over ...Read More

By nature, markets are volatile. Here are a few savvy ways to make investing a more palatable road to follow over a ...Read More

Different sets of ETF research raise concerns about illiquidity issues during periods of heightened ...Read More

In a wide-ranging Q&A, IFA founder Mark Hebner talks about money management potholes that investors should ...Read More

Spikes in market volatility don't signal it's time to trade stocks. The math just doesn't add ...Read More

Research by Dimensional Fund Advisors looks at key drivers of long-term returns in fixed-income ...Read More

The rising number of workers mired in student loan debt is spurring 401(k) sponsors to offer new ...Read More

It's up to you to claim any leftover funds. The good news: it's likely still legally yours to ...Read More

Here's a comprehensive listing for a new year with commentary on key changes and ...Read More

 In the final quarter of 2019, investors were reminded of the importance of understanding how markets really ...Read More

The largest U.S. pension system has fired most of its active equity managers, joining a growing legion of 'mom-and-pop' ...Read More

Pitches for UITs might seem enticing. But little bit of due diligence can reveal a more critical ...Read More

Here's why a lone Vanguard S&P 500 fund can fall short for investors looking to build wealth over a ...Read More

To many investors, Atlanta-based Invesco Ltd. is an investment management conglomerate with a history of acquisitions and multi-asset platforms that spans the globe. With more than $1.18 trillion in assets under management, it's involved in everything from mutual ...Read More

The retirement picture in America isn't pretty. New legislation, though, seeks to reform the 401(k) and IRA savings ...Read More

Here's a review of our process to maximize tax efficiencies in client portfolios at quarter's ...Read More

In the past, we've chronicled cases of misdeeds by brokers working with investors not only in the U.S., but also around the world. A development that made headlines recently involved a particularly well-known name in global banking and financial services: UBS.  According to ...Read More

Contribution limits for 2020 for various retirement accounts are rising. Here's a breakdown of how much you can now save in a tax-friendly ...Read More

A select group of market factors are known to drive stock and bond returns. Some offer less advantages to fund investors, such as momentum, which can prove difficult to capture without running up trading and other transactional costs.  Research by professors Eugene Fama and ...Read More

The latest SPIVA (S&P Indices Versus Active) scorecard is out tracking active fund managers in the past 15 ...Read More

As part of IFA's ongoing series crunching data of active fund managers, we put under our microscope mutual funds from Eaton ...Read More

As part of our fiduciary mandate, the fund families we choose hold corporate managers to high ethical ...Read More

As part of IFA's series breaking down active fund managers' performance, we now put Goldman Sachs under our ...Read More

During any downtime in this holiday season, here are some quick ways to sharpen your finances heading into ...Read More

IFA takes a look at how mergers and acquisitions impact stock valuation metrics for long-term investors.                                 ...Read More

The value of our advice is only as good as the data provided. Here's a tip sheet to make the process more ...Read More

S&P research shows that higher-tiered share classes don't provide a significant advantage for active ...Read More

A new study by Wharton researchers compares 16-plus years of returns for the TV star's AAP portfolio, which spotlights many of his top ...Read More

The third quarter produced a script worthy of the best tear-jerking romantic novel. The world's two biggest economies couldn't resolve an ongoing trade tiff, angst about Brexit and the European Union continued and sliding manufacturing data in the U.S. helped to raise fears of a ...Read More

Passive domestic funds assets have pulled even. Morningstar sees such funds overtaking their active ...Read More

Study by Boston College ties legal complaints about retirement plans to a growing demand for index ...Read More

Financial literacy program focuses on helping investors learn in an objective, pitch-free ...Read More

Business owners and entrepreneurs do have alternatives to help build their retirement nest eggs at ...Read More