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Articles
(274)2,612,849 views
Featured Article
1
Investing Can Be a Roller Coaster: Three Tips for Riding Out the Ups and Downs
Investing, like a roller coaster, has its ups and downs. One minute you’re climbing higher and the next a sudden decline makes your stomach drop. A few reminders can help investors to relax amid the turbulence. Keep Your Eye on the HorizonWhen you invest, you can expect that both ups
…Read MoreArticle Library
2
Reality Check: Capital Market Assumptions vs. Actual Returns
Every year, many investment and consulting firms release new CMAs, or capital market assumptions. CMAs can be useful for setting risk and return expectations and for long-term financial planning. However, as the old saying goes, it’s difficult to make predictions, especially about the future. … Read More
3
24-Hour Markets May Fuel Disordered Trading, Experts Warn
Researchers have developed the first validated diagnostic tool for trading addiction. In its initial test, roughly one in ten amateur traders met the clinical criteria. Meanwhile NYSE and NASDAQ are both pushing to keep markets open nearly around the clock by late 2026. … Read More
4
Market Review 2025 – Strong Equity and Bond Performance Lead to a Third Straight Year of Gains
U.S. stocks continued to rise in the third quarter, with major indices like the S&P 500 and Nasdaq reaching new highs. This growthcoincided with ongoing trade negotiations and an interest rate cut by the Federal Reserve in September—the first rate cut in nearly a year. The strong performance extended the … Read More
5
The Psychology of the Label: Familiar Names Can Make Poor Investments
Are you overpaying for big-name funds? Explore the data behind why familiar labels often translate to lower financial gains. … Read More
6
Looking Back at 2025 Stock Market Predictions: How Did They Do?
Each year, money managers and financial pundits release their latest predictions about what's most likely to happen in the next 12 months. Likewise, we like to look back and see just how theirforecasts panned out. Will the market continue to deliver back-to-back years of over 20% gains? Will these prognosticators … Read More
7
Are You Ever Coming to Bed — The Night That Converted a Skeptic to Evidence-Based Investing
Explore David Jones's story of investment frustration and clarity, highlighting the case for index funds over active management failures. … Read More
8
2025 Tax Planning Guide: Key Issues to Consider Under the OBBBA
The OBBBA introduces major tax law changes in 2026. Get insights on optimizing deductions, managing MAGI, and preparing with your advisor. … Read More
9
Annual Retirement Savings & Tax Guide: The 'Cheat Sheet' 2026
Each year, the College for Financial Planning compiles a comprehensive list of contribution limits to everything from 401(k) plans and Individual Retirement Accounts to Medicare as well as health savings accounts. As we did last year, IFA has worked with the college to turn such tables for 2025 contribution limits … Read More
10
Five Investing Myths Challenged by Probability Theory
Probability theory explains why active investing faces uphill odds. Dive into the math behind market efficiency and long-term success. … Read More
11
Small Caps Have Done Better Than You Think
This article breaks down small caps versus large caps, historical performance, and whether recent trends indicate a shift in market dynamics. … Read More
12
The Galton Board: A 150-year-old Device That Reveals Why You Can't Predict Markets
Discover how the Galton Board reveals stock market patterns and explains why short-term predictions fail, but long-term distributions prevail. … Read More
13
2025 Tax Law Changes: The "One Big Beautiful Bill" (OBBB) and What It Means for You
Learn about key 2025 tax changes under the OBBB, including new deduction caps, credit adjustments, and business-focused provisions. … Read More
14
EMH, Random Walk, MarketCoin, and Galton Board
Explore MarketCoin, an innovative experiment showcasing how markets behave like random processes due to their efficiency and unpredictability. … Read More
15
Savings Contribution Limits: A Look at Key 2026 Account Levels
Before a new year begins, it's probably going to be a good idea to consider any new contribution limits set by the government for various savings vehicles. Reviewing what's allowed in terms of building a nest egg can give you a leg up in planning how best to maximize your … Read More
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TermsDisclosuresIndex 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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