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  • murray@ifa.com

    2019 Q3 Market Review [VIDEO]

    4,406
    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

  • Tom Allen and Mark Hebner

    Richard Thaler's Nobel Prize and Practical Implications for Investors

    4,389
    by Tom Allen and Mark Hebner — Tuesday, November 14, 2017

    Professor Richard Thaler from the University of Chicago received the 2017 Nobel Memorial Prize in Economic Sciences for his work in behavioral finance. This comes just four years after his colleague, Eugene Fama, received his Nobel Memorial Prize for his work on asset pricing ...Read More

  • Murray Coleman

    Diary of a 'Reformed' Journalist

    4,259
    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

  • Robin Powell

    Francis Galton and the Iron Rule of Markets

    4,251
    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 and Mark Hebner

    False Diversification: Liquid Alts

    4,033
    by Murray Coleman and Mark Hebner — Monday, August 13, 2018

    Trying to take advantage of the benefits of diversification, purveyors of liquid alts are going wild. But don't believe all of the ...Read More

  • Dimensional Fund Advisors

    Home Bias and Global Diversification

    3,603
    by Dimensional Fund Advisors — Thursday, January 11, 2018

    By pursuing a globally diversified approach to investing, one doesn’t have to attempt to pick winners to achieve a rewarding investment experience. Every day we enjoy the benefits of an interconnected world. We might start our day with a cup of coffee that originated in ...Read More

  • jackson

    Recent Market Volatility

    3,422
    by Dimensional Fund Advisors — Wednesday, February 7, 2018

    After a period of relative calm in the markets, in recent days the increase in volatility in the stock market has resulted in renewed anxiety for many investors. From February 1–5, the US market (as measured by the Russell 3000 Index) fell almost 6%, resulting in many ...Read More

  • jackson

    The Uncommon Average

    3,402
    by Dimensional Fund Advisors — Tuesday, January 23, 2018

    “I have found that the importance of having an investment philosophy—one that is robust and that you can stick with— cannot be overstated.” – David Booth The US stock market has delivered an average annual return of around 10% since 1926.[1] ...Read More

  • Robin Powell

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

    3,356
    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

  • Dimensional Fund Advisors

    As Goes January, So Goes the Year?

    3,054
    by Dimensional Fund Advisors — Tuesday, January 9, 2018

    As investors ring in the new year, some may see the occasional headline about the “January Indicator” or “January Barometer.” This theory suggests that the price movement of the S&P 500 during the month of January may signal whether that index will ...Read More

  • Murray Coleman

    Bad Brokers

    3,045
    by Murray Coleman — Updated: Wednesday, June 17, 2020

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

  • Mark Hebner

    Market Declines and Volatility

    2,986
    by Mark Hebner — Wednesday, February 14, 2018

    In light of all this market volatility over the last few days, we wanted to remind you of the benefits of being a buy and hold ...Read More

  • Dimensional Fund Advisors

    Recent Market Volatility

    2,841
    by Dimensional Fund Advisors — Updated: Monday, December 24, 2018

    What should you make of recent ups and downs in the stock market? Here's helpful context on volatility and expected ...Read More

  • Dimensional Fund Advisors

    New Year, New Market Highs

    2,805
    by Dimensional Fund Advisors — Monday, February 5, 2018

    Throughout 2017, the S&P 500 Index recorded 62 new closing highs in 251 days of trading. In the first three weeks of January 2018 alone, the index crossed 10 new record closing highs in 13 days of trading. With stock indices continuing to set new highs, does this mean ...Read More

  • murray@ifa.com

    2018 Q2 Market Review

    2,788
    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

  • Mary Brunson

    Feeling Good About Your Fund Manager? Read and Heed the Fine Print

    2,771
    by Mary Brunson — Friday, March 30, 2018

    Each year, fund managers randomly land in one of four performance quartiles. And, every year, Standard and Poor's issues its annual Persistence Scorecard, tracking the past and subsequent performance of those managers. One of the uses of the study is to track how winning ...Read More

  • Emerging Markets Step Ahead: Q1 Review

    2018 Q1 Market Review

    2,750
    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

    2,691
    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

    Putting 'Fiduciary' into Retirement Planning

    2,623
    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

  • murray@ifa.com

    2018 Q4 Market Review

    2,586
    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

  • Brad Steiman

    Relying on Market Prices

    2,571
    by Brad Steiman — Tuesday, March 6, 2018

    To pique the interest of investors, the financial media often features stories about the hidden dangers in the market—and index funds have been a recurring topic lately. According to some stories, the rising popularity of indexing has distorted prices because fewer shares ...Read More

  • Jim Parker

    Sailing with the Tides

    2,444
    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@ifa.com

    2019 Q2 Market Review

    2,397
    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

    2018 Q3 Market Review

    2,385
    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

  • Dimensional Fund Advisors

    The Index Bogeyman

    2,241
    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

  • Murray Coleman

    Too Few Investors Taking 'Big Picture' View: Study

    2,183
    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