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Articles

(239)
2,407,171 views

Featured Article

Three Required Minimum Distribution (RMD) Strategies to Deploy with IRA Savings
1

Three Required Minimum Distribution (RMD) Strategies to Deploy with IRA Savings

8,880
by Mark Hebner Monday, June 30, 2025
Key options exist for handling required minimum distributions (RMD), including tax rules impacting qualified charitable contributions.
  …Read More

Article Library

Does a flip of the IFA MarketCoin illustrate the randomness and unpredictability of thefuture direction of returns of an index, such as the S&P 500 Index?
2

IFA MarketCoin and the Direction of Market Returns

402
by Mark T. Hebner — Friday, June 27, 2025
I wanted confirmation that a flip of the new IFA MarketCoinwould illustrate the randomness and unpredictability of future direction of returns of an index, such as the S&P 500 Index.  … Read More
Here's a review of our process to maximize tax efficiencies in client portfolios at quarter's end.
3

Dividends and the Lag in Fund Values

15,045
by Murray Coleman — Friday, June 27, 2025
Here's a review of our process to maximize tax efficiencies in client portfolios at quarter's end.  … Read More
Cheat sheet to help sort through your Medicare options including Medicare Advantage, Medigap, Parts A, B, and D as well as other healthcare choices.
4

Sorting Through Your Medicare Options

4,534
by Murray Coleman — Thursday, June 19, 2025
Here's a cheat sheet to help wade through your healthcare choices.  … Read More
List of misdeeds also places Wells Fargo and Raymond James under increased legal scrutiny.
5

'Bad' Brokers: Morgan Stanley, Goldman Sachs, Citi, BofA, UBS Charged by SEC

10,426
by Murray Coleman — Wednesday, June 18, 2025
List of misdeeds also places Wells Fargo and Raymond James under increased legal scrutiny.  … Read More
Banks and Broker Dealer volatility. Do Charles Schwab, TD Ameritrade and Fidelity have FDIC and SIPC coverage? If so how much and what are the limits?
6

Banks and Broker Dealers: FDIC or SIPC?

3,566
by Wes Long — Thursday, June 12, 2025
Given the recent volatility in financial markets resulting from news headlines concerning the banking sector, IFA felt it was prudent to review protections available to accounts at banks and brokerage firms.  … Read More
The value of our advice is only as good as the data provided. Here's a tip sheet for a more efficient process.
7

Getting Your Comprehensive Financial Plan Together – What Do I Need?

13,841
by Murray Coleman — Monday, June 09, 2025
The value of our advice is only as good as the data provided. Here's a tip sheet for a more efficient process.  … Read More
With five times the volatility of equities, Bitcoin may not be ideal for storing wealth. Learn how its risks could impact your financial goals.
8

Bitcoin: A Crumby Way to Save For Later

143
by Dimensional Fund Advisors — Monday, June 09, 2025
With five times the volatility of equities, Bitcoin may not be ideal for storing wealth. Learn how its risks could impact your financial goals.  … Read More
Explore how active decisions by index providers impact fund returns. Learn insights from Joel Schneider at Dimensional Fund Advisors.
9

How Dimensional Is Going Beyond Indexing

255
by Dimensional Fund Advisors — Thursday, June 05, 2025
Explore how active decisions by index providers impact fund returns. Learn insights from Joel Schneider at Dimensional Fund Advisors.  … Read More
Learn why holding concentrated positions in a few big stocks can hurt your portfolio performance and increase investment risk.
10

The Hidden Costs of Holding Concentrated Stock Positions

5,520
by Murray Coleman — Tuesday, June 03, 2025
Learn why holding concentrated positions in a few big stocks can hurt your portfolio performance and increase investment risk.  … Read More
It's only natural to worry that daily stock slides will reoccur. Here's a look at how markets have actually worked.
11

Does a Decline in Stock Prices Signal a Down Year?

7,675
by Murray Coleman — Wednesday, May 28, 2025
It's only natural to worry that daily stock slides will reoccur. Here's a look at how markets have actually worked.  … Read More
Discover how competitive markets drive prices to equilibrium by balancing demand and supply, using sports betting as a relatable analogy.
12

The Power of Prices – Equilibrium

349
by Wes Crill — Monday, May 19, 2025
An important function of competitive markets is driving prices to equilibrium. This refers to a state where market prices balance the demand from both buyers and sellers. Every trader who thinks the price of a security is high is offset by one who thinks the price is low. So, they  … Read More
Learn why expert predictions often miss the mark and explore evidence-based strategies for navigating market volatility confidently.
13

April Angst May Relief, How Forecasters Flopped Again

600
by Robin Powell — Friday, May 16, 2025
Learn why expert predictions often miss the mark and explore evidence-based strategies for navigating market volatility confidently.  … Read More
It is important for investors to rebalance their portfolio to achieve risk control and maintain long-term investing goals.
14

Rebalancing Portfolios

23,897
by Murray Coleman — Sunday, May 11, 2025
It is important for investors to rebalance their portfolio to achieve risk control and maintain long-term investing goals.  … Read More
Staying invested and sticking to a strategic financial plan correlates to greater portfolio returns.
15

Time In Markets (Not Market Timing) is Key to Building Wealth

6,927
by Murray Coleman — Friday, May 09, 2025
Staying invested and sticking to a strategic financial plan correlates to greater portfolio returns.  … Read More

Page 1 of 16 (Results 1-15 of 239)

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The data provided in charts referring to IFA Index Portfolios is hypothetical back-tested performance and is not actual client performance. Performance data for the IFA Index Portfolios is shown net of IFA's highest advisory fee and the underlying mutual fund expenses. IFA Indexes when shown individually do not reflect a deduction of advisory fees. None of the data reflects trading costs or taxes, which would have lowered performance by these costs. See more important disclosures at ifabt.com.
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