Articles (11)

The science behind how we separate the wheat from the chaff, so to speak, in making our fund recommendations to ...Read More

As part of IFA's ongoing research series, we've put under our microscope Principal Financial ...Read More

T. Rowe Price has clearly stated their value proposition to their investors. But what exactly is that value and, more importantly, who is receiving the bulk of ...Read More

To many investors, Atlanta-based Invesco Ltd. is an investment management conglomerate with a history of acquisitions and multi-asset platforms that spans the ...Read More

As many of our readers know, we don’t think too highly of the active mutual fund industry. Not because we have a personal vendetta against them, but ...Read More

A common question is why IFA' prefers funds from Dimensional Fund Advisors. The answer is fairly straightforward -- ...Read More

Vanguard's known as a low-cost indexing pioneer. But how has it done as an active manager?
                  ...Read More

Here's why our investment committee remains intrigued by the unique portfolio designs of Dimensional Fund ...Read More

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 ...Read More

What is the best way to describe the distribution of stock market returns—a normal distribution, lognormal, or something ...Read More

When constructing or evaluating a domestic equity portfolio, Index Fund Advisors has traditionally utilized the three-factor asset pricing model that ...Read More