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  • Mark Hebner and Murray Coleman

    Dimensions of Expected Return: Patience is a Virtue – 2019 Update

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    by Mark Hebner and Murray Coleman — Updated: Monday, July 8, 2019

    Giving investment advice should always aim to meet investors at their level of understanding. We do not expect everyone to have a PhD in Economics, so it is important to focus on big ideas that are the most crucial to understand. This can include ideas such as diversification, ...Read More

  • murray@ifa.com

    2019 Q2 Market Review

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    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

  • Murray Coleman

    2019 Q1 Market Review

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    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

  • Robin Powell

    Francis Galton and the Iron Rule of Markets

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    by Robin Powell — Updated: Friday, May 15, 2020

    “Reversion to the mean,” Jack Bogle once said, “is the iron rule of financial markets.” And if you understand nothing else about how investing works, grasping this one simple concept will give you a better chance of succeeding at it than supposedly more ...Read More

  • Murray Coleman

    Diary of a 'Reformed' Journalist

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    by Murray Coleman — Updated: Thursday, May 21, 2020

    I was trained as a journalist to approach any type of speculative claim with a high degree of skepticism. But it took years of sifting through a wealth of academic research and market evidence for me to finally make a career change. In all honesty, it's just become too apparent ...Read More

  • murray@ifa.com

    2019 Q3 Market Review [VIDEO]

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    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 Coleman

    Bad Brokers

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    by Murray Coleman — Updated: Wednesday, June 17, 2020

    The list of misdeeds involves brokers from Merrill Lynch, Morgan Stanley, JPMorgan Chase and ...Read More

  • Robin Powell

    The Wisdom of the Crowds: What Do You Know that Millions Don't?

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    by Robin Powell — Updated: Monday, February 17, 2020

    Imagine you’re at a village fête, and you decide to have a go at guessing the number of jelly beans in a jar. How confident would you be of guessing exactly right or, say within one or two of the actual number? Chances are, it’s a bit of a long ...Read More

  • murray@ifa.com

    Putting 'Fiduciary' into Retirement Planning

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    by Murray Coleman — Updated: Tuesday, July 7, 2020

    The U.S. retirement plan marketplace keeps evolving. Just ask Shareen Balkey, who sees such changes in 401(k) plans and the like as boosting the need for true fiduciaries to help both plan participants and ...Read More

  • Jim Parker

    Sailing with the Tides

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    by Jim Parker — Updated: Thursday, April 30, 2020

    Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there’ll be rough seas. But the odds of reaching your destination increase greatly if you are prepared, flexible, patient, and well-advised. A mistake many ...Read More

  • Murray Coleman

    Too Few Investors Taking 'Big Picture' View: Study

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    by Murray Coleman — Updated: Friday, October 16, 2020

    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

    The Investment Premium: Another Factor of Expected Returns

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    by Murray Coleman — Tuesday, December 3, 2019

    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

  • Dimensional Fund Advisors

    The Index Bogeyman

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    by Dimensional Fund Advisors — Tuesday, April 2, 2019

    Over the last several years, index funds have received increased attention from investors and the financial media. Some have even made claims that the increased usage of index funds may be distorting market prices. For many, this argument hinges on the premise that indexing ...Read More

  • Jim Parker

    A Question of Equilibrium

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    by Jim Parker — Tuesday, October 30, 2018

    "Sellers were out in force on the market today after negative news on the economy." It's a common line in TV finance reports. But have you ever wondered who is buying if so many people are ...Read More