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  • Managing Investor Expectations

    1,014
    by Mark Hebner — Wednesday, January 18, 2017

    Expectations can be a double edged sword. On one side, expectations represent what is most likely to take place, which can have practical value when talking about planning for the future. On the other hand, it ...Read More

  • Why Discipline is So Important for Investors

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    by Tom Allen and Mark Hebner — Tuesday, January 10, 2017

    As we come to the end of the year it is important to reflect on some of the lessons learned from 2016. One of the biggest that comes to mind is the importance of discipline when it comes to investing, ...Read More

  • Tom and Becky

    Volatility... Is There More of it Today?

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    by Tom Allen and Becky Vasquez — Wednesday, May 25, 2016

    If you follow the stock market, you cannot get away from the word volatility.  It is discussed in the media, over the Internet, the front page of the newspaper’s Business section.  All you have ...Read More

  • Volatility is a Good Thing!

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    by Tom Allen and Mark Hebner — Tuesday, February 23, 2016

    Many readers may call us crazy, but hear us out. The beginning of 2016 has been tumultuous to say the least. Concerns over China’s transition from an export based economy to a more developed economy ...Read More

  • A Second Look at the Mutual Fund Landscape

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    by Mark Hebner and IFA Contributors — Tuesday, November 19, 2013

    A few months ago, we published “The Mutual Fund Landscape—Not a Pretty Picture” in which we presented the results of research by Dimensional Fund Advisors (DFA). To summarize, they found that ...Read More

  • Capacity Adjusted Risk

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    by Mark Hebner — Friday, September 13, 2013

    Capacity adjusted risk is an entirely new way for investors to look at the uncertainty of their ...Read More

  • The Investment Meter

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    by Mark Hebner — Thursday, September 12, 2013

    The investment meter is a device that shows the scores of the five dimensions as percentages of the maximum possible for each ...Read More

  • Risk Capacity

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    by Mark Hebner — Wednesday, September 11, 2013

    Each person has a unique Risk Capacity™.  The question is, how do we measure this capacity and find the right "bull" for you to ...Read More

  • IFA's Quote of the Week - 38 (Mark T. Hebner)

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    by Mark Hebner / Mary Brunson — Monday, October 20, 2008

    "Investing in the absence of an investment policy statement reduces decision making to an individual event-driven process of chasing short-term results, eliminating the expectation of achieving the long-term ...Read More

  • IFA's Quote of the Week - 37 (Harry Markowitz)

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    by Mark Hebner / Mary Brunson — Monday, October 6, 2008

    "To reduce risk it is necessary to avoid a portfolio whose securities are all highly correlated with each other. One hundred securities whose returns rise and fall in near unison afford little protection than ...Read More

  • IFA's Quote of the Week - 5 (Warren Buffett)

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    by Mark Hebner / Mary Brunson — Monday, February 4, 2008

    Widely known as the Oracle of Omaha, Warren Buffett is one of the most admired investors in the world. Hordes of investors may bend a listening ear to capture Buffett's every word, but few seem to heed his ...Read More

  • Emerging Markets Rebounding

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    by J.D. Steinhilber — Wednesday, September 10, 2003

    Which equity index offers a price/earnings ratio of 14x, a dividend yield of 2.6%, and annualized earnings growth over the past five years of 12%? The answer will come as a surprise to many investors. ...Read More

  • Assets in Broad U.S. Index ETFs Jump in May

    4,517
    by IndexFunds.com Staff — Tuesday, July 1, 2003

    The total combined assets of the 114 U.S. exchange-traded funds were $118.44 billion in May, according to the latest data from Investment Company Institute, the national association of the investment company ...Read More

  • S&P Study Shows Cheaper Funds Outperform

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    by IndexFunds.com Staff — Friday, June 13, 2003

    S&P reported that, on average, funds with lower expense ratios have outperformed their more expensive peers in eight out of the nine domestic fund style categories over a one, three, five, and ten-year ...Read More

  • Gold ETF to Test Retail Investor Demand

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    by IndexFunds.com Staff — Wednesday, June 11, 2003

    An impending Exchange-Traded Fund based on gold is stirring debate over whether it will make gold so easy to own that a flood of new retail investors will send the precious metal ...Read More

  • ETF Asset Data from the ICI for April 2003

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    by IndexFunds.com Staff — Friday, June 6, 2003

    Exchange-traded fund assets continue to rise in the bear market, topping $110 billion in April, according to the latest figures released by the Investment Company Institute, the trade group for the mutual fund ...Read More

  • Broad Domestic Equity Indexes in May

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    by IndexFunds.com Staff — Monday, June 2, 2003

    The Dow Jones Industrial Average rose 3.69% in May, closing at 8793.12. The Dow Jones Industrial Average is up 5.41% for the year, according to Dow Jones Indexes. ...Read More

  • Fidelity to Launch Nasdaq Composite ETF

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    by IndexFunds.com Staff — Wednesday, May 28, 2003

    Yet another major player is set to enter the ETF industry. Earlier this week mutual fund giant Fidelity filed for its first exchange-traded fund that will track the Nasdaq Composite index. ...Read More

  • S&P Active vs. Passive Study Focuses on Sector Funds

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    by IndexFunds.com Staff — Wednesday, May 14, 2003

    Standard & Poor's released a study showing active sector fund managers have fared relatively well against sector indexes that track thin slices of the market over the past five years. However, over the last ...Read More

  • ETF Advisors to Close Its Treasury ETFs

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    by IndexFunds.com Staff — Monday, April 21, 2003

    ETF Advisors announced it would close its four Treasury FITR funds: Treasury 1 FITR (TFT), Treasury 2 FITR (TOU), Treasury 5 FITR (TFI), and Treasury 10 FITR (TTE). ...Read More

  • S&P Reports Indexed Assets for 2002

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    by IndexFunds.com Staff — Tuesday, April 15, 2003

    New York-based index provider Standard & Poor's released the results of its 2002 annual survey of assets linked directly to its domestic ...Read More

  • Emerging Markets iShares Begin Trading

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    by IndexFunds.com Staff — Thursday, April 10, 2003

    The iShares MSCI Emerging Markets began trading today on the American Stock Exchange under the ticker EEM. The new exchange-traded fund, managed by Barclays Global Investors, is benchmarked to the MSCI ...Read More

  • S&P Reports Indexed Assets for 2002

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    by IndexFunds.com Staff — Friday, April 4, 2003

    New York-based index provider Standard & Poor's released the results of its 2002 annual survey of assets linked directly to its domestic benchmarks. Based on the 2002 survey responses, S&P estimates that ...Read More

  • Domestic Indexes Make Some Gains in March

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    by IndexFunds.com Staff — Wednesday, April 2, 2003

    The Dow Jones Industrial Average rose 4.29% in March, and is down 1.33% for the year, according to Dow Jones Indexes. Measuring Europe, the Dow Jones STOXX 50 index was up 3.26% for March, and is down 7.11% ...Read More

  • Larry Swedroe

    Balanced & Lifestyle Funds

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    by Larry Swedroe — Monday, March 17, 2003

    One thing the mutual fund industry does well is to create a product and then create demand for that product, even when the product may not be one that is in the investors' best ...Read More

  • Domestic Indexes Fall Again in February

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    by IndexFunds.com Staff — Monday, March 3, 2003

    The U.S. blue-chip Dow Jones Industrial Average fell 3.06% in February - the Dow is off 6.4% for the year. Measuring Europe, the Dow Jones STOXX 50 index was down 5.54% for February; year-to-date the index is ...Read More

  • ETF Assets Decline in January

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    by IndexFunds.com Staff — Thursday, February 27, 2003

    The combined assets of the nation's exchange-traded funds (ETFs) were $95.66 billion in January, according to the Investment Company Institute, falling from a December 2002 high of over $102 billion. ...Read More

  • Dollar-Cost Averaging Small Amounts with ETFs

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    by IndexFunds.com Staff — Wednesday, January 22, 2003

    Exchange-traded funds generally have lower expense ratios than comparable traditional index funds. However, since ETFs trade like stocks, investors must pay commissions every time they buy or sell ...Read More

  • John Spence

    Barclays to Launch U.S. Fixed Income ETFs

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    by John Spence — Saturday, January 4, 2003

    Barclays Global Investors (BGI) filed with the Securities and Exchange Commission (SEC) January 2 to launch five fixed income exchange-traded funds (ETFs) based on Lehman indexes: ...Read More

  • More ETF Advantages - Diversification & Costs

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    by J.D. Steinhilber — Thursday, December 5, 2002

    In a previous article we looked at the tax benefits of exchange-traded funds, as well as fund swap strategies to harvest portfolio losses. This time we continue on with more ETF ...Read More

  • Total Domestic ETF Assets Over $100 Billion

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    by IndexFunds.com Staff — Tuesday, November 19, 2002

    There are currently 281 exchange-traded funds listed around the world, with over $140 billion in assets under management, according to a new report by Boston-based indexing giant State Street Global Advisors. ...Read More

  • John Spence

    A Look At the New Bond ETF Families

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    by John Spence — Friday, November 15, 2002

    After years of development and regulatory hurdles, fixed-income ETFs have finally hit the market. San Francisco-based Barclays Global Investors beat ETF Advisors to the punch with a family of iShares tied to ...Read More

  • New ETF Advisers Fixed-Income ETFs Begin Trading

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    by IndexFunds.com Staff — Friday, November 1, 2002

    Four new U.S. Treasury exchange-traded funds began trading today on the American Stock Exchange. The new funds, introduced by ETF Advisers, track Treasury securities with one, two, five and 10-year maturities. ...Read More

  • Two New European ETFs Begin Trading

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    by IndexFunds.com Staff — Tuesday, October 22, 2002

    UBS Global Asset Management introduced two new exchange-traded funds: the Fresco Dow Jones STOXX 500 (FEU) and the Fresco Dow Jones Euro STOXX 50 (FEZ). The new ETFs, which track the European and Eurozone ...Read More

  • Editors' Model Portfolios

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    by IndexFunds.com Staff — Wednesday, October 16, 2002

    Finding index funds that make up the building blocks of a diversified portfolio is important, but fitting them together is the real challenge. For our favorite index funds covering various asset classes, ...Read More

  • Editors' Model Portfolios - Slice & Dice

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    by IndexFunds.com Staff — Wednesday, October 16, 2002

    This portfolio is a very simple interpretation of slice and dice, with large caps coupled with small value. This portfolio deviates from the total stock market approach by overweighting small value stocks. ...Read More

  • Editors' Model Portfolios - Core & more

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    by IndexFunds.com Staff — Wednesday, October 16, 2002

    This portfolio shouldn't be confused with the strategies that involve active funds. The idea of core and more is to lay down a core portfolio and explore by overweighting certain asset classes. Core and more ...Read More

  • Editors' Index Fund Picks - Domestic Bond Funds

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    by IndexFunds.com Staff — Tuesday, October 15, 2002

    Bond index funds can reduce risk in a portfolio. Indexing bonds also makes sense because of their lower yields compared to stocks. We like short-term bonds because of their low risk and lack of correlation ...Read More