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Articles
(302)2,719,468 views
Featured Article
1
From Hammurabi's Ledger to the Minimum Payment: The Long History of Owing — and the Freedom It Costs
Discover how debt and savings are two sides of the same coin. Learn practical tips to manage debt and build wealth for financial security.
…Read MoreArticle Library
2
The Art of Conjecturing | Jacob Bernoulli (PoP EP8)
Discover how Jacob Bernoulli pioneered probability theory and proved the Law of Large Numbers, revolutionizing modern statistics and investing.arming … Read More
3
Does the SPIVA Scorecard Understate Active Fund Performance
A new academic paper questions SPIVA's fairness toward active funds. Discover why this study could reshape the active vs. passive investment debate. … Read More
4
Market Resilience in 2026: Lessons for Investors in our Q2 2026 Market Review
Global markets had a volatile and negative start to 2026 as geopolitical shocks, elevated energy prices, and sharp declines in mega‑cap growth stocks weighed on returns. The S&P 500 fell 4.3% for the quarter, marking its weakest first quarter since 2022, despite a late‑month rally. Developed and emerging markets also … Read More
5
From Ancient Greece to Your Kitchen Table: The Long History of Budgeting
Explore how income, consumption, and saving decisions shape your financial future using proven techniques and insights. … Read More
6
Market Has No Memory: Why Interrupting Compounding Costs You
Every trading day asks the same question: will markets rise or fall relative to the median? Our analysis of more than 6,600 S&P 500 trading days using a Markov Chain model — methodology available upon request — finds that the odds of tomorrow being “Up” or “Down” have historically hovered … Read More
7
Trump Accounts Are Here. Should They Replace Your 529 Plan?
Learn how Trump's 530A accounts compare to 529 plans for saving for kids. Understand the benefits & differences to plan your child’s future wisely. … Read More
8
Two Centuries of Evidence on Portfolio Protection and What Actually Worked
In January 2026, gold crossed $5,000 an ounce for the first time as investors rushed into the world's oldest form of portfolio protection. That same month, a study of 222 years of market history landed in the Financial Analysts Journal with an uncomfortable conclusion: the defenses investors instinctively reach for … Read More
9
Vanguard's Active Funds: A Deeper Look at the Performance
Vanguard's known as a low-cost indexing pioneer. But how has it done as an active manager? … Read More
10
The Last Universal Genius | Gottfried Wilhelm Leibniz (PoP EP7)
Discover Leibniz’s groundbreaking ideas on subjective probability and how rational belief can be measured under uncertainty. … Read More
11
From Babylon to the 401(k): The Long History of Paying Yourself First
Few ideas in economic life have proven as durable — or as stubbornly difficult to practice — as the simple act of setting aside a portion of what we earn. The instinct to consume today is ancient; so, remarkably, is the counsel to resist it. Trace the lineage of the … Read More
12
Is Hiring a Financial Advisor Worth It?
Discover how financial advisors add value through discipline, planning, and behavioral coaching, backed by studies from Vanguard and Russell Investments. … Read More
13
The Mind That Could Not Rest (PoP EP5)
Discover how Blaise Pascal revolutionized probability theory using his iconic triangle and laid the foundations for modern financial decision-making. … Read More
14
Section 6166: How a Family Can Pay Estate Tax on a Closely Held Business Over 14 Years
Understand the qualifications and payment structure of Section 6166, which helps estates pay taxes without liquidating closely held businesses. … Read More
15
Portfolio Churning and the Number Nobody Shows You
Explore the concept of portfolio churning, its legal implications, and how it quietly affects high-turnover accounts across investors. … Read More
Page 1 of 21 (Results 1-15 of 302)
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Index DescriptionsForm CRS The data provided in charts referring to IFA Index Portfolios is hypothetical back-tested performance and is not actual client performance. Performance data for the IFA Index Portfolios is shown net of IFA's highest advisory fee and the underlying mutual fund expenses. IFA Indexes when shown individually do not reflect a deduction of advisory fees. None of the data reflects trading costs or taxes, which would have lowered performance by these costs. See more important disclosures at ifabt.com.
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