Articles (9)

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 that ...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 globe. With more than $1.18 trillion in assets under management, it's involved in everything from mutual ...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 because their pursuit of attempting to outperform the market using other investors’ money has only enriched themselves ...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

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