Articles (155)

1,239,181 views
Article Library

  • murray@ifa.com

    Savings Contribution Limits Go Up

    1,800
    by Murray Coleman — Updated: Monday, December 9, 2019

    Contribution limits for 2020 for various retirement accounts are rising. Here's a breakdown of how much you can now save in a tax-friendly ...Read More

  • Dimensional Fund Advisors

    Midterm Elections—What Do They Mean for Markets?

    1,676
    by Dimensional Fund Advisors — Monday, November 5, 2018

    It's almost Election Day in the US once again. For those who need a brief civics refresher, every two years the full US House of Representatives and one-third of the Senate are up for reelection. While the outcomes of the elections are uncertain, one thing we can count on ...Read More

  • murray@ifa.com

    2019 Q2 Market Review

    1,496
    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

  • Dimensional Fund Advisors

    Deja Vu All Over Again

    1,459
    by Dimensional Fund Advisors — Tuesday, February 12, 2019

    Investment fads come and go. Letting short-term trends influence your approach may be counterproductive to pursuing your financial ...Read More

  • Dimensional Fund Advisors

    Getting to the Point of a Point

    1,445
    by Dimensional Fund Advisors — Wednesday, March 6, 2019

    A quick online search for “Dow rallies 500 points” yields a cascade of news stories with similar titles, as does a similar search for “Dow drops 500 points.” These types of headlines may make little sense to some investors, given that a ...Read More

  • murray@ifa.com

    The Investment Premium: Another Factor of Expected Returns

    1,192
    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

  • murray@ifa.com

    UBS, Morgan Stanley, Merrill Lynch Earn Regulators' Wrath

    978
    by Murray Coleman — Tuesday, December 10, 2019

    In the past, we've chronicled cases of misdeeds by brokers working with investors not only in the U.S., but also around the world. A development that made headlines recently involved a particularly well-known name in global banking and financial services: UBS.  According to ...Read More

  • mike

    Tax Mistakes Reported by Politicians

    778
    by Murray Coleman — Tuesday, July 16, 2019

    The warnings about potential dangers of trying to file your own tax forms are well-documented. Indeed, we've explored at IFA Taxes many of the biggest blunders taxpayers have made in the past working on even the most basic of IRS accounting ...Read More

  • murray@ifa.com

    2019 Q4 Review [VIDEO]

    607
    by Murray Coleman — Tuesday, January 28, 2020

     In the final quarter of 2019, investors were reminded of the importance of understanding how markets really ...Read More