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(299)2,795,733 views
Featured Article
1
Dimensional's 2026 Capital Gain Estimates: Mostly Zeros Again
Learn why Dimensional ETFs expect zero capital gain distributions in 2026 and how mutual fund investors can avoid surprise tax bills.
…Read MoreArticle Library
2
From Factors to Dimensions: How Financial Science Changed the Way We Understand Stock Returns
ex … Read More
3
Inferential Statistics: What 98 Years of Monthly Returns Can—and Cannot—Tell Investors
Understand why analyzing 98 years of market history improves return estimates but doesn't eliminate risk or predict future outcomes with certainty. … Read More
4
John Bogle's Cost Matters Hypothesis
Investors cannot control what markets will return. They can exert meaningful control over many of the costs they pay to capture those returns. John Bogle argued that this simple fact may be more important than any theory about whether markets are perfectly efficient. … Read More
5
Stay Calm, Tune Out the Noise, Invest and Relax
David Booth's new book reinforces an investment philosophy that Index Fund Advisors has taught since 1999: accept uncertainty, trust market prices, diversify broadly, follow the evidence, and stop trying to predict what cannot be predicted. … Read More
6
Who Actually Gains When Private Markets Open to Retail Investors
New research evaluates whether retail investors truly benefit from access to private equity and alternative assets. Find out the surprising results. … Read More
7
The Peasant Who Proved the Solar System Stable | Pierre-Simon Laplace (PoP EP12)
Learn about Pierre-Simon Laplace’s pivotal role in unifying probability theory and his influence on statistical modeling in finance. … Read More
8
The Small Cap Value Premium Kept Changing Its Answer
The small cap value premium re-emerged in 2026. Then it went away again. Then it came back. Anyone holding out for the numbers to settle first was holding out for something short-run returns never do. Look at what your portfolio told you about the small cap value premium this … Read More
9
Fifty Years of "Bogle's Folly"
On August 31, 1976, a small mutual fund called First Index Investment Trust began operations. It aimed to raise between $50 million and $150 million in its initial underwriting. It raised a little more than $11 million — “an abject failure,” in John Bogle’s own blunt assessment. Critics called it … Read More
10
Morgan Stanley: A Deeper Look at Performance
IFA's ongoing research series examines the banker's actively managed mutual funds. … Read More
11
American Funds: A Deeper Look at the Performance
The Mutual Fund Alpha Charts shown below compare 37 different American Funds, all A Shares, (see trading symbols just above the chart) to their Morningstar analyst-designated benchmark. … Read More
12
Tax-Loss Harvesting: Taking Advantage of Opportunities
A sound evidence-based investment process needs to consider how market volatility can be used to reduce your taxes. … Read More
13
Vanguard Vs. Dimensional: A Practical View
In this study, we compare DFA's funds to those from the investment shop that John Bogle built. … Read More
14
Is a Donor Advised Fund Right for You?
A DAF can be a tax-efficient and less-complex tool to accomplish your philanthropic goals. Here's what to consider. … Read More
15
The Minister's Manuscript | Thomas Bayes (PoP EP11)
Discover the story of Thomas Bayes, his groundbreaking theorem, and its profound impact on probability theory and modern investing. … Read More
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