Articles From Murray Coleman (106)

IFA's ongoing research series examines the former Waddell & Reed unit's actively managed mutual ...Read More

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

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

Concentrated stock positions raise a different set of portfolio issues. Here's how we approach such ...Read More

This type of irrevocable trust can help couples protect their assets. It can also create undo legal hassles, ...Read More

IFA defines index funds as mutual or exchange-traded funds that follow a set of rules of ownership that are held ...Read More

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

Here's how much havoc owning a lot of shares of the same company can create in an otherwise diversified ...Read More

IFA's ongoing research series examines the banker's actively managed mutual ...Read More

Addiction experts are warning that excessive stock trading represents a growing gambling ...Read More

Patient investors who kept their tilts to small-cap and value stocks were rewarded in the year's final ...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

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

A DAF can be a tax-efficient and less-complex tool to accomplish your philanthropic goals. Here's what to ...Read More

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

In this study, we compare DFA's funds to those from the investment shop that John Bogle ...Read More

To help choose the best retirement savings option that fits your needs, here's a look at some ...Read More

Contribution limits for 2021 in some areas of retirement are rising. Meanwhile, others are staying the ...Read More

To prepare for the end-of-year filing crunch, we present our top recommendations to lower your tax ...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's a cheat sheet to help wade through your healthcare ...Read More

Determining the best use of these tax-friendly options can prove crucial to boosting your retirement ...Read More

IFA's stock and bond indexes kept gaining ground in the year's third quarter. Here's a breakdown of what took ...Read More

As part of IFA's ongoing research series, we've put under our microscope Putnam's actively managed mutual ...Read More

Portfolio management is only one aspect of building wealth. A new report points to other low-risk ways to stay ahead of rising ...Read More

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

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

At IFA, we've designed an alternative portfolio with a stock tilt to more profitable ...Read More

As part of our ongoing research into active managers, we put this insurance giant's funds under our ...Read More

Figuring out a good Social Security benefits strategy can be a confusing and complex challenge. Here's how IFA can ...Read More

How did Fortune's "Ten Most Admired Companies" hold up over time compared to 10 index-based ...Read More

Maybe we're just a bunch of geeks. But each year, we look forward to this latest collection of market ...Read More

As part of IFA's ongoing research series, we've put under our microscope Great-West's active ...Read More

The 'Oracle of Omaha' has led Berkshire Hathaway to prominence. But has the past 20 years been as ...Read More

Diversification is important not just in terms of investing, but also in developing a well-rounded and comprehensive financial ...Read More

Here's what the evidence shows about trying to chase returns over the past 10 ...Read More

Pundits on both sides of the political aisle keep trying to warn investors of potentially dire ...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

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

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

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

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