Articles From Murray Coleman (81)

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

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

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

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

'Shock and awe' reactions by stock investors when bond yields flip-flop just don't add up, according to leading ...Read More

After logging strong returns in the opening three months of 2019, global equity markets slowed in the second ...Read More

The warnings about potential dangers of trying to file your own tax forms are well-documented. Indeed, we've explored at IFA Taxes many of the biggest blunders taxpayers have made in the past working on even the most basic of IRS accounting ...Read More

A lack of consistency by active fund managers in beating their respective benchmarks has been a constant theme of research over the years from the S&P Indices Versus Active (SPIVA) ...Read More

Active management is the art of stock picking and market timing. Passive management refers to a buy-and-hold approach to money management. It can be applied to any asset class: big stocks, small stocks, value or growth, foreign or domestic can all be accessed by passive ...Read More

Two different sets of recent research raise concerns about illiquidity issues related to such alternative ...Read More

The work and research of Monty Roberts raises parallels to how humans must manage their behavior during times of market ...Read More

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

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

As active investors bail, target-date index investors show ...Read More

The latest SPIVA (S&P Indices Versus Active) scorecard is out tracking how active fund managers did last year and over longer ...Read More

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

Index-based stock funds mark another milestone, surpassing active fund assets in the industry's largest ...Read More

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

Trying to out-guess others doesn't just shrink returns, it also injects substantial portfolio volatility into the ...Read More

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

The latest honor bestowed on Dimensional's founder and executive chairman highlight his years of work on behalf of scholars and ...Read More

At least one hedge fund manager has resorted to sending a message of distress to investors via ...Read More

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

As part of our ongoing series on IFA's investment process, we look at how our analysts screen between different types of ...Read More

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

Active managers see a new election cycle as screaming for change. Our research, however, warns against 'shooting from the ...Read More

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

Reports cite complaints that bank's wealth management unit is pushing riskier investments and cross-selling banking ...Read More

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

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

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

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

Advisors offering fiduciary services to 401(k) and 403(b) plans aren't all the same. In fact, they come in two distinct ...Read More