Articles (5)

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  • David Booth

    A Transformed Investor's View of Market Uncertainty

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    by David Booth — Tuesday, March 13, 2018

    Markets have been up and down this year, which can be hard for many investors to live with. During periods like these, hearing stories about how other people deal with uncertainty can be helpful. My friend Dave Goetsch is an executive producer of The Big Bang Theory. Even though ...Read More

  • Tom Allen and Mark Hebner

    Vanguard vs. Dimensional: Through A Statistical Lens

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    by Tom Allen and Mark Hebner — Tuesday, March 13, 2018

    As advocates for passive investing, it is a common question amongst clients and prospects about why our 100 IFA Index Portfolios utilize strategies from Dimensional Fund Advisors versus better-known passive fund companies such as Vanguard or iShares. The answer is quite simple: ...Read More

  • Brad Steiman

    Relying on Market Prices

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    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

  • Tom Allen and Mark Hebner

    Are Index Funds Evil or Just a Scapegoat for a Much Bigger Concern?

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    by Tom Allen and Mark Hebner — Tuesday, October 31, 2017

    In the September 2017 issue of The Atlantic magazine, an article entitled “Are Index Funds Evil?” caught the attention of us, and what we would suspect, the attention of many passive investors. The crux of the argument made has to deal with shareholder ...Read More