Articles From Murray Coleman (53)

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  • Murray Coleman

    2019 Q1 Market Review

    1,157
    by Murray Coleman — Wednesday, April 17, 2019

    Long-term minded investors shouldn't be surprised. Traders, however, could've been whipsawed by markets in ...Read More

  • murray@ifa.com

    2018 Q4 Market Review

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    by Murray Coleman — Tuesday, February 5, 2019

    Emerging markets and global real estate stock indexes used in IFA portfolios outpaced U.S., developed international in ...Read More

  • Murray Coleman

    Too Few Investors Taking 'Big Picture' View: Study

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    by Murray Coleman — Monday, January 7, 2019

    How big of a difference can an objective set of professional eyes add to an investor's overall financial success outside of managing a portfolio? A new study takes a look at just that question. Instead of considering hypotheticals, however, this report goes directly to the ...Read More

  • murray@ifa.com

    Savings Contribution Limits Go Up

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    by Murray Coleman — Thursday, December 20, 2018

    Contribution limits for 2019 for various retirement accounts are rising. Here's a breakdown of how much you can now save in a tax-friendly ...Read More

  • Murray Coleman

    2018 Q3 Market Review

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    by Murray Coleman — Wednesday, November 28, 2018

    With technology bellwethers Apple and Amazon becoming America's first companies with market capitalizations surpassing $1 trillion, blue chip domestic stocks turned in banner performances in 2018's third quarter. Robust economic growth and corporate profits overshadowed jitters ...Read More

  • Murray Coleman

    A Vanishing Value Premium?

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    by Murray Coleman — Tuesday, July 31, 2018

    New research by DFA confronts head-on whether the value premium is fading. Analysts crunch 90 years worth of data to gain a better ...Read More

  • murray@ifa.com

    2018 Q2 Market Review

    1,541
    by Murray Coleman — Tuesday, July 17, 2018

    As global trade tensions rose, investors kept buying shares of domestic companies. But foreign stocks fell into the red for the quarter and ...Read More

  • Emerging Markets Step Ahead: Q1 Review

    2018 Q1 Market Review

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    by Murray Coleman — Thursday, May 3, 2018

    The power of portfolio diversification showed in the initial three months of 2018. While blue chip U.S. stocks took a step back, IFA's indexes tracking emerging markets surged ahead in the first ...Read More

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    Closet Indexers Face More Scrutiny

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    by Murray Coleman — Monday, April 30, 2018

    A group of 13 large active managers have agreed to suppy data about how closely funds track their indexes. Overall, closet indexers are expected to top $1.3 trillion in ...Read More

  • murray@ifa.com

    Investment Management's Dirty Little Secret

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    by Murray Coleman — Thursday, April 26, 2018

    The financial advice industry has a dark secret, one that costs global investors dearly every year. In a wide-ranging Q&A, IFA Founder Mark Hebner talks about these and other money management potholes that investors should avoid and how to do ...Read More

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    Putting 'Fiduciary' into Retirement Planning

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    by Murray Coleman — Tuesday, April 10, 2018

    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

  • Murray Coleman

    Diary of a 'Reformed' Journalist

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    by Murray Coleman — Tuesday, April 3, 2018

    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

  • Murray Coleman

    Bad Brokers

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    by Murray Coleman — Tuesday, March 20, 2018

    Despite a push by regulators to raise legal standards for how brokers work with investors, misdeeds keep popping up in the public record. The latest development is that the Securities and Exchange Commission has settled with Ameriprise Financial Services over allegations the ...Read More