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Vanguard vs. Dimensional: Through A Statistical Lens

22,105
by Mark Hebner and Murray Coleman
Updated: Wednesday, October 30, 2019

A common question is why IFA' prefers funds from Dimensional Fund Advisors. The answer is fairly straightforward -- ...Read More

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  • murray@ifa.com

    2019 Q3 Market Review [VIDEO]

    5,929
    by Murray Coleman — Monday, October 14, 2019

    The third quarter produced a script worthy of the best tear-jerking romantic novel. The world's two biggest economies couldn't resolve an ongoing trade tiff, ...Read More

  • Mark Hebner

    Rebalancing Portfolios [VIDEO]

    19,339
    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

    22,968
    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 ...Read More

  • Mark Hebner and IFA Contributors

    Advisor Alpha: The View from Vanguard

    13,783
    by Mark Hebner and Murray Coleman — Updated: Thursday, August 15, 2019

    At Index Fund Advisors, we have repeatedly cautioned investors to avoid getting ensnared in the never-ending pursuit of alpha by either picking stocks or ...Read More

  • murray@ifa.com

    2019 Q2 Market Review

    7,185
    by Murray Coleman — Thursday, July 25, 2019

    After logging strong returns in the opening three months of 2019, global equity markets slowed in the second ...Read More

  • Mark Hebner and Murray Coleman

    Selecting Investments Part 1

    60,434
    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

  • Ian Liew

    SBBI: The Almanac of Returns Data

    19,959
    by Ian Liew and IFA Contributors — Updated: Friday, July 19, 2019

    Stocks, Bonds, Bills, and Inflation (SBBI) is often characterized as the Almanac of returns data. This magisterial work originally produced by Roger Ibbotson ...Read More

  • Mark Hebner

    Cash Withdrawal Considerations

    19,158
    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

  • mike

    Tax Mistakes Reported by Politicians

    1,916
    by Murray Coleman — Tuesday, July 16, 2019

    The warnings about potential dangers of trying to file your own tax forms are well-documented. Indeed, we've explored at IFA Taxes many of the biggest blunders ...Read More

  • Brad Steiman

    Paradox of Skill

    20,626
    by Brad Steiman — Updated: Tuesday, July 9, 2019

    Manager selection is a process that requires analyzing noisy performance data, so it should lean heavily on the notion of statistical ...Read More

  • Rex Sinquefield

    Active vs Passive Management

    29,726
    by Murray Coleman — Updated: Tuesday, June 25, 2019

    Active management is the art of stock picking and market timing. Passive management refers to a buy-and-hold approach to money management. It can be applied to ...Read More

  • Mark Hebner

    Calculations for t-Statistics

    69,025
    by Mark Hebner — Updated: Wednesday, May 22, 2019

    In calculating the t-stat, the first step is to determine the excess returns the manager earned above an appropriate ...Read More

  • Mark Hebner and IFA Contributors

    Profitability and a Four-Factor Model

    28,560
    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 ...Read More

  • Murray Coleman

    2019 Q1 Market Review

    6,209
    by Murray Coleman — Wednesday, April 17, 2019

    Long-term minded investors shouldn't be surprised. Traders, however, could've been whipsawed by markets in ...Read More

  • Dimensional Fund Advisors

    Deja Vu All Over Again

    2,720
    by Dimensional Fund Advisors — Tuesday, February 12, 2019

    Investment fads come and go. Letting short-term trends influence your approach may be counterproductive to pursuing your financial ...Read More

  • Jim Parker

    A Question of Equilibrium

    3,213
    by Jim Parker — Tuesday, October 30, 2018

    "Sellers were out in force on the market today after negative news on the economy." It's a common line in TV finance reports. But have you ever wondered who is ...Read More