Articles From Murray Coleman (65)

192,508 views
Article Library

  • murray@ifa.com

    2019 Q3 Market Review [VIDEO]

    435
    by Murray Coleman — Monday, October 14, 2019

    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

  • murray@ifa.com

    2019 Q2 Market Review

    850
    by Murray Coleman — Thursday, July 25, 2019

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

  • mike

    Tax Mistakes Reported by Politicians

    449
    by Murray Coleman — Tuesday, July 16, 2019

    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

  • Rex Sinquefield

    Active vs Passive Management

    25,939
    by Murray Coleman — Updated: Tuesday, June 25, 2019

    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

  • Murray Coleman

    2019 Q1 Market Review

    1,803
    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

    1,723
    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

    1,524
    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

    1,098
    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

    1,663
    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

    Not All Fiduciaries are the Same

    6,916
    by Murray Coleman — Updated: Tuesday, August 7, 2018

    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

  • Murray Coleman

    A Vanishing Value Premium?

    12,704
    by Murray Coleman — Updated: 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

    1,967
    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

    2,182
    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

  • murray@ifa.com

    Closet Indexers Face More Scrutiny

    2,147
    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

    2,927
    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