Articles (14)

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  • Murray Coleman

    Bad Brokers

    3,995
    by Murray Coleman — Updated: Wednesday, June 17, 2020

    The list of misdeeds involves brokers from Merrill Lynch, Morgan Stanley, JPMorgan Chase and ...Read More

  • Mark Hebner

    Advisor Risk - How Would You Rate Your Advisor's Risk?

    18,679
    by Mark Hebner — Updated: Friday, November 1, 2019

    When it comes to investing, we can identify many risks investors assume, either knowingly or not. At Index Fund Advisors, we see it as our core mission to get investors to take the risks that are worth taking (e.g. market, size, value, term and default) and avoid the ones that ...Read More

  • Mark Hebner

    Rebalancing Portfolios [VIDEO]

    18,198
    by Mark Hebner and Murray Coleman — Updated: Tuesday, August 20, 2019

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

  • Mark Hebner

    Asset Location

    22,311
    by Mark Hebner — Updated: Thursday, August 15, 2019

    An additional way that a passive advisor can add value is not just asset allocation but asset location. Specifically, for a client that has a mixture of taxable accounts, traditional IRAs, and Roth IRAs, it is often helpful to construct a single portfolio consisting of multiple ...Read More

  • Mark Hebner

    Cash Withdrawal Considerations

    18,519
    by Mark Hebner — Updated: Thursday, July 18, 2019

    IFA is often in the position of accommodating regular cash withdrawal by its clients. The question is how to best generate cash for ...Read More

  • Mark Hebner and IFA Contributors

    The Funded Ratio: An Actuarial Approach to Retirement Spending

    21,559
    by Mark Hebner and IFA Contributors — Updated: Wednesday, June 26, 2019

    In a recent Financial Professional Outlook, Russell Investments surveyed 234 financial advisors across 145 investment firms nationwide. According to their results, 60% of advisors said that more than half of their clients are near or in ...Read More