Articles (14)

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  • Tom Allen and Mark Hebner

    T. Rowe Price: A Deeper Look at the Performance

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    by Mark Hebner and IFA Contributors — Updated: Monday, February 10, 2020

    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

  • Murray Coleman

    Invesco: A Deeper Look At the Performance

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    by Murray Coleman — Updated: Monday, December 23, 2019

    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

  • Mark Hebner

    Dimensional Fund Advisors: A Deeper Look At The Performance

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    by Mark Hebner and Murray Coleman — Updated: Wednesday, December 4, 2019

    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

  • Mark Hebner and Murray Coleman

    Selecting Investments Part 1

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    by Mark Hebner and Murray Coleman — Updated: Wednesday, July 24, 2019

    As a fiduciary for its clients, IFA only receives compensation from its clients and is therefore unbiased in its choice of ...Read More

  • Mark Hebner and Murray Coleman

    Dimensions of Expected Return: Patience is a Virtue – 2019 Update

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    by Mark Hebner and Murray Coleman — Updated: Monday, July 8, 2019

    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 important to focus on big ideas that are the most crucial to understand. This can include ideas such as diversification, ...Read More

  • Mark Hebner and IFA Contributors

    Profitability and a Four-Factor Model

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    by Mark Hebner and IFA Contributors — Updated: Tuesday, May 21, 2019

    When constructing or evaluating a domestic equity portfolio, Index Fund Advisors has traditionally utilized the three-factor asset pricing model that Professors Eugene Fama and Ken French introduced1 in 1993. This model states that the expected return of a broadly diversified ...Read More

  • Tom Allen and Mark Hebner

    Great West: A Deeper Look at the Performance

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    by Mark Hebner and IFA Contributors — Thursday, March 22, 2018

    Great-West Financial is a subsidiary of Great-West Life, Co. (TSX: GWO), which itself is a subsidiary of Power Financial Corp. (TSX: POW) based out of Montreal, Quebec, Canada. Great-West Financial is the American market for Great-West Life, Co.’s, selling its investment, ...Read More

  • Tom Allen and Mark Hebner

    Prudential Financial: A Deeper Look at the Performance

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    by Mark Hebner and IFA Contributors — Updated: Tuesday, January 30, 2018

    Prudential Financial is a Fortune 500 company based out of Newark, New Jersey. Traded on the New York Stock Exchange (NYSE: PRU), Prudential Financial employs over 49,000 people across 40 countries, offers insurance products, wealth management, fund management, and retirement ...Read More

  • Dimensional Fund Advisors

    Home Bias and Global Diversification

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    by Dimensional Fund Advisors — Thursday, January 11, 2018

    By pursuing a globally diversified approach to investing, one doesn’t have to attempt to pick winners to achieve a rewarding investment experience. Every day we enjoy the benefits of an interconnected world. We might start our day with a cup of coffee that originated in ...Read More