Articles (8)

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  • Mark Hebner and Murray Coleman

    Dividends and the Lag in Fund Values

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    by Mark Hebner and Murray Coleman — Tuesday, December 18, 2018

    At the end of each quarter, investors can see dividend and/or capital gain distributions from their mutual funds. The mechanics may seem confusing, so we want to take the opportunity to review the ...Read More

  • Murray Coleman

    Bad Brokers

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    by Murray Coleman — Tuesday, March 20, 2018

    Despite a push by regulators to raise legal standards for how brokers work with investors, misdeeds keep popping up in the public record. The latest development is that the Securities and Exchange Commission has settled with Ameriprise Financial Services over allegations the ...Read More

  • Mark Hebner

    IFA By the Numbers - 2018

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    by Mark Hebner — Friday, January 5, 2018

    As we begin 2018, it has become a tradition that we reflect on the prior year by collecting our IFA statistics (or, what has grown to be known as IFA By the Numbers) on the abundance and wealth of information we provide in dedication towards replacing speculation with an ...Read More

  • Mark Hebner

    Rebalancing Portfolios

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    by Mark Hebner — Tuesday, December 12, 2017

    It is important for investors to rebalance their portfolio to achieve risk control and maintain long-term investing ...Read More

  • Tom Allen and Mark Hebner

    2017 Year-End Distributions & Portfolio Management

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    by Tom Allen and Mark Hebner — Monday, November 6, 2017

    At Index Fund Advisors, it is standard operating procedure for us to tailor how we manage client portfolios at year-end in anticipation of dividend and capital gains distributions from the mutual funds that we buy. The gist of this strategy is that we do not want to buy into ...Read More

  • Tom Allen and Mark Hebner

    What About A Reverse Glide Path Strategy?

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    by Tom Allen and Mark Hebner — Tuesday, October 24, 2017

    Most investors are aware of the standard “age in bonds” asset allocation strategy. Naturally, as you get older the higher your allocation to bonds. A 20 year old would have an 80/20 stock/bond split while a 70 year old would have a 30/70 stock bond split. The ...Read More