Articles From Murray Coleman (123)

The giant fund company's alpha-producing abilities and returns are put under our research microscope. ...Read More

Dimensional's veteran funds researcher explains how best to track the premium investors gain from value ...Read More

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 ...Read More

The indexing pioneer quantifies how much another set of trained eyes can mean in net ...Read More

In extending its Advisor Alpha research, Vanguard digs deeper into performance expectations of robos versus human ...Read More

Elon Musk, Cathie Wood and Marc Andreessen claim passive investing limits opportunities for corporate ...Read More

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

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

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

This study compares the long-term performance of Invesco's family of actively managed ...Read More

Here is a review of the most recent quarter's results for IFA Index Portfolios and representative ...Read More

The CNBC stock picker has become a vocal advocate for passive mutual funds. Here's his reasoning behind such a ...Read More

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

The latest research in S&P's long-running study takes a fresh look at how active managers stack ...Read More

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

Vanguard's known as a low-cost indexing pioneer. But how has it done as an active ...Read More

CPA John Dahlin answers a few key questions about possible ways to cut your tax filing ...Read More

Cash is a safe-haven for savers. But it can turn into a real drag in trying to reach your long-term investment goals. ...Read More

On the heels of economic sanctions, DFA is pulling out of any remaining positions in Russian ...Read More

Here are a few lessons about investing we've learned from past military conflicts and periods of political ...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

Our systematic process for analyzing which funds are best located in different types of brokerage and IRA ...Read More

Financial advice is a prescription that guides investors to make decisions that best serve their ...Read More

Before reading this year's predictions, discerning investors might want to review forecasts by active managers during the past ...Read More

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

In today's sophisticated marketplace, IFA examines what constitutes an index fund and what ...Read More

Our app is designed to access account details as well as articles, videos and charts once found on IFA's ...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 is a review of the most recent quarter's results for IFA Index Portfolios and representative ...Read More

Here is a comprehensive listing of research done by one of the prominent academics in the field of financial ...Read More

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

Here are four strategic ways to maximize a diversified portfolio's expected returns using bond ...Read More

Based on research confirming an "investment" factor, DFA has refined its stock selection process to take ...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

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

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

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

A study by Wharton researchers compares 17-plus years of returns for the TV star's AAP portfolio, which spotlights many of his top ...Read More

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

Here is some advice from lawyers about how to plan ahead for a successful transfer of ...Read More

Here are the contribution limits in 2022 for some key retirement savings ...Read More

SALT caps make tax-free bonds a timely conversation. But higher returns court a certain amount of ...Read More

The evidence supporting global portfolio diversification mounted in 2021's third ...Read More

How to avoid the unintended costs of focusing on momentum as a factor of expected ...Read More

Medicare Part B and Part D surcharges are tied to income. Here are some tips to help avoid triggering higher ...Read More

This ongoing research series digs into the long-term track records of active managers at leading fund companies. ...Read More

Higher expected returns can be quantified by measuring a portfolio's exposure to ...Read More

Discounts and tailored loans are some of the services that our planning network can access through other large financial ...Read More

The debate between active and passive managers has a long history. Here is a recap of one of our ...Read More

The Vanguard founder was a maverick whose work influenced fund investors around the world, including IFA's Mark ...Read More

His contributions to academics resulted in the bestowing of a prestigous award to Dimensional's cofounder. ...Read More

Here's a look at the development of the profitability factor as a research tool in determining expected ...Read More

Here's a look at the seminal research piece that in 1981 formally identified the size premium for ...Read More

A growing economy kept boosting IFA Index Portfolio returns in the second quarter. In particular, global real estate posted strong ...Read More

The science behind how we separate the wheat from the chaff, so to speak, in making our fund recommendations to ...Read More

Inflation can eat away at a portfolio's gains over time. So what's the best way to fight ...Read More

Here are 10 key tips for investors to help improve their odds of achieving long-term financial ...Read More

Tax reform is seen by industry analysts as fueling adoption of these types of tradtional retirement ...Read More

The switch to ETFs in some tax-managed mutual funds is being structured by DFA as a tax-free ...Read More

The principle that lower relative prices lead to higher expected returns hasn't changed over ...Read More