Articles (100)

Article Library

  • Murray Coleman

    Invesco: A Deeper Look At the Performance

    by Murray Coleman — Monday, December 23, 2019

    To many investors, Atlanta-based Invesco Ltd. is an investment management conglomerate with a history of acquisitions and multi-asset platforms that spans the globe. With more than $1.18 trillion in assets under management, it's involved in everything from mutual ...Read More

  • Mark Hebner

    Dimensional Fund Advisors: A Deeper Look At The Performance

    by Mark Hebner and Murray Coleman — Wednesday, December 4, 2019

    As many of our readers know, we don’t think too highly of the active mutual fund industry. Not because we have a personal vendetta against them, but because their pursuit of attempting to outperform the market using other investors’ money has only enriched themselves ...Read More

  • Weston Wellington

    Is the Stock Market Divorced From Reality?

    by Weston Wellington — Thursday, September 24, 2020

    I have been sheltering in place on a former dairy farm in rural New Hampshire—surrounded by more Scotch Highland cattle than people—and relying on my iPhone and Microsoft Surface Pro to keep in touch with the office via email and Zoom video. I haven’t sat in a ...Read More

  • Mark Hebner and IFA Contributors

    Misuse of the Law of Large Numbers: The Gambler's Fallacy

    by Mark Hebner and Murray Coleman — Tuesday, September 15, 2020

    If you have ever spent any time in a casino, it is likely that you have seen supposedly random events that appeared to be non-random. Perhaps the roulette wheel came up red seven times in a row, for example. If your reaction was to place a large bet on ...Read More

  • murray@ifa.com

    2020 Q2 Market Review [VIDEO]

    by Murray Coleman — Wednesday, July 29, 2020

    Stocks staged a dramatic second quarter reversal, highlighting the need for investors to remain ...Read More

  • Robin Powell

    Francis Galton and the Iron Rule of Markets

    by Robin Powell — Friday, May 15, 2020

    “Reversion to the mean,” Jack Bogle once said, “is the iron rule of financial markets.” And if you understand nothing else about how investing works, grasping this one simple concept will give you a better chance of succeeding at it than supposedly more ...Read More

  • murray@ifa.com

    Q1 2020 Market Review [VIDEO]

    by Murray Coleman — Tuesday, May 5, 2020

     In the first quarter of 2020, investors were reminded of the importance of understanding how markets really ...Read More

  • Jim Parker

    Sailing with the Tides

    by Jim Parker — Thursday, April 30, 2020

    Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there’ll be rough seas. But the odds of reaching your destination increase greatly if you are prepared, flexible, patient, and well-advised. A mistake many ...Read More

  • murray@ifa.com

    2019 Q4 Review [VIDEO]

    by Murray Coleman — Tuesday, January 28, 2020

     In the final quarter of 2019, investors were reminded of the importance of understanding how markets really ...Read More

  • Mark Hebner

    Standard Deviation

    by Mark Hebner and Murray Coleman — Monday, January 13, 2020

    In the field of finance, standard deviation represents the risk associated with a security or the risk of a portfolio of ...Read More