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The Index Investor's OCIO: How Vanguard Built, Grew, and Sold Its Outsourced CIO Business — and What Comes Next
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The Index Investor's OCIO: How Vanguard Built, Grew, and Sold Its Outsourced CIO Business — and What Comes Next

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by Mark Hebner Wednesday, October 14, 2026
Understand Vanguard’s decision to leave the OCIO space and how it impacts clients and the broader institutional market.
  …Read More

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Discover insights from Yale's study on crash fears, investor behavior, and why market timing could hurt your portfolio returns in the long run.
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Why the Investors Most Afraid of a Market Crash Aren't Moving Markets

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by Robin Powell — Monday, October 12, 2026
Thinking of taking some chips off the table before the next crash? A new Yale study helps explain why crash fears can look very different from market prices — and why a potentially more useful response is to make sure your portfolio can survive the fall you fear.  … Read More
Learn why Dimensional ETFs expect zero capital gain distributions in 2026 and how mutual fund investors can avoid surprise tax bills.
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Dimensional's 2026 Capital Gain Estimates: Mostly Zeros Again

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by Dimensional Fund Advisors — Monday, October 05, 2026
Learn why Dimensional ETFs expect zero capital gain distributions in 2026 and how mutual fund investors can avoid surprise tax bills.  … Read More
Learn how Fama and French reshaped asset pricing by uncovering multidimensional risks through factor analysis in financial markets.
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From Factors to Dimensions: How Financial Science Changed the Way We Understand Stock Returns

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by Mark Hebner — Thursday, October 01, 2026
Factor analysis searches for a simpler structure hidden inside complicated data. Fama and French brought a closely related idea to financial economics: thousands of stocks may behave differently, but much of the variation in their returns can be understood through a relatively small number of systematic dimensions.  … Read More
Understand why analyzing 98 years of market history improves return estimates but doesn't eliminate risk or predict future outcomes with certainty.
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Inferential Statistics: What 98 Years of Monthly Returns Can—and Cannot—Tell Investors

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by Mark Hebner — Thursday, September 24, 2026
Understand why analyzing 98 years of market history improves return estimates but doesn't eliminate risk or predict future outcomes with certainty.  … Read More
Discover how investment costs impact your returns more than market movements, as explained by Vanguard founder John Bogle.
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John Bogle's Cost Matters Hypothesis

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by Mark Hebner — Thursday, September 17, 2026
Investors cannot control what markets will return. They can exert meaningful control over many of the costs they pay to capture those returns. John Bogle argued that this simple fact may be more important than any theory about whether markets are perfectly efficient.  … Read More
Discover how evidence-based strategies, diversification, and discipline lie at the heart of David Booth's timeless investment philosophy in "Stay Calm."
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Stay Calm, Tune Out the Noise, Invest and Relax

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by Mark Hebner — Wednesday, September 16, 2026
David Booth's new book reinforces an investment philosophy that Index Fund Advisors has taught since 1999: accept uncertainty, trust market prices, diversify broadly, follow the evidence, and stop trying to predict what cannot be predicted.  … Read More
New research evaluates whether retail investors truly benefit from access to private equity and alternative assets. Find out the surprising results.
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Who Actually Gains When Private Markets Open to Retail Investors

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by Robin Powell — Tuesday, September 15, 2026
New research evaluates whether retail investors truly benefit from access to private equity and alternative assets. Find out the surprising results.  … Read More
Learn about Pierre-Simon Laplace's pivotal role in unifying probability theory and his influence on statistical modeling in finance.
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The Peasant Who Proved the Solar System Stable | Pierre-Simon Laplace (PoP EP12)

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by Claude Hebner | IFA.com — Thursday, September 10, 2026
Learn about Pierre-Simon Laplace’s pivotal role in unifying probability theory and his influence on statistical modeling in finance.  … Read More
Explore why chasing certainty in small cap value stocks often backfires and how timing mistakes can derail your long-term financial goals.
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The Small Cap Value Premium Kept Changing Its Answer

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by Robin Powell — Tuesday, September 01, 2026
The small cap value premium re-emerged in 2026. Then it went away again. Then it came back. Anyone holding out for the numbers to settle first was holding out for something short-run returns never do.   … Read More
Explore the history of index funds, from John Bogle's "folly" to the rise of Vanguard 500 ETF as a global investment powerhouse.
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Fifty Years of "Bogle's Folly"

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by Mark Hebner — Monday, August 31, 2026
On August 31, 1976, a small mutual fund called First Index Investment Trust began operations. It aimed to raise between $50 million and $150 million in its initial underwriting. It raised a little more than $11 million — “an abject failure,” in John Bogle’s own blunt assessment. Critics called it  … Read More
IFA's ongoing research series examines the banker's actively managed mutual funds.
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Morgan Stanley: A Deeper Look at Performance

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by Jesse Fulton — Monday, August 31, 2026
IFA's ongoing research series examines the banker's actively managed mutual funds.  … Read More
Investigate concerns related to style drift in American Funds portfolios and its impact on long-term benchmarking and asset allocation strategies.
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American Funds: A Deeper Look at the Performance

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by Mark Hebner — Friday, August 28, 2026
The Mutual Fund Alpha Charts shown below compare 37 different American Funds, all A Shares, (see trading symbols just above the chart) to their Morningstar analyst-designated benchmark.  … Read More
A sound evidence-based investment process needs to consider how market volatility can be used to reduce your taxes through tax-loss harvesting.
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Tax-Loss Harvesting: Taking Advantage of Opportunities

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by Jesse Fulton — Monday, August 24, 2026
A sound evidence-based investment process needs to consider how market volatility can be used to reduce your taxes.  … Read More
In this study, we compare DFA's funds to those from the investment shop that John Bogle built.
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Vanguard Vs. Dimensional: A Practical View

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by Mark Hebner — Friday, August 21, 2026
In this study, we compare DFA's funds to those from the investment shop that John Bogle built.  … Read More

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