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Mark Hebner and IFA Contributors

Profitability and a Four-Factor Model

22,315
by Mark Hebner and IFA Contributors
Friday, May 24, 2019

When constructing or evaluating a domestic equity portfolio, Index Fund Advisors has traditionally utilized the three-factor asset pricing model that Professors Eugene Fama and Ken French introduced1 in 1993. This model states that the expected return of a broadly ...Read More

Article Library

  • Murray Coleman

    2019 Q1 Market Review

    852
    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

  • murray@ifa.com

    The New IFA App

    677
    by Murray Coleman — Tuesday, April 9, 2019

    Our new app is designed to help aggregate data, check planning goals and research investments through a variety of charts, articles and ...Read More

  • Dimensional Fund Advisors

    The Index Bogeyman

    886
    by Dimensional Fund Advisors — Tuesday, April 2, 2019

    Over the last several years, index funds have received increased attention from investors and the financial media. Some have even made claims that the increased usage of index funds may be distorting market prices. For many, this argument hinges on the premise that indexing ...Read More

  • Dimensional Fund Advisors

    Getting to the Point of a Point

    693
    by Dimensional Fund Advisors — Wednesday, March 6, 2019

    A quick online search for “Dow rallies 500 points” yields a cascade of news stories with similar titles, as does a similar search for “Dow drops 500 points.” These types of headlines may make little sense to some investors, given that a ...Read More

  • Dimensional Fund Advisors

    Deja Vu All Over Again

    714
    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

  • murray@ifa.com

    2018 Q4 Market Review

    1,108
    by Murray Coleman — Tuesday, February 5, 2019

    Emerging markets and global real estate stock indexes used in IFA portfolios outpaced U.S., developed international in ...Read More

  • Murray Coleman

    Too Few Investors Taking 'Big Picture' View: Study

    1,014
    by Murray Coleman — Monday, January 7, 2019

    How big of a difference can an objective set of professional eyes add to an investor's overall financial success outside of managing a portfolio? A new study takes a look at just that question. Instead of considering hypotheticals, however, this report goes directly to the ...Read More

  • Dimensional Fund Advisors

    Recent Market Volatility

    2,045
    by Dimensional Fund Advisors — Monday, December 24, 2018

    What should you make of recent ups and downs in the stock market? Here's helpful context on volatility and expected ...Read More

  • murray@ifa.com

    Savings Contribution Limits Go Up

    741
    by Murray Coleman — Thursday, December 20, 2018

    Contribution limits for 2019 for various retirement accounts are rising. Here's a breakdown of how much you can now save in a tax-friendly ...Read More

  • Mark Hebner and Murray Coleman

    Dividends and the Lag in Fund Values

    7,323
    by Mark Hebner and Murray Coleman — Tuesday, December 18, 2018

    At the end of each quarter, investors can see dividend and/or capital gain distributions from their mutual funds. The mechanics may seem confusing, so we want to take the opportunity to review the ...Read More

  • Murray Coleman

    2018 Q3 Market Review

    1,093
    by Murray Coleman — Wednesday, November 28, 2018

    With technology bellwethers Apple and Amazon becoming America's first companies with market capitalizations surpassing $1 trillion, blue chip domestic stocks turned in banner performances in 2018's third quarter. Robust economic growth and corporate profits overshadowed jitters ...Read More

  • Dimensional Fund Advisors

    Midterm Elections—What Do They Mean for Markets?

    1,081
    by Dimensional Fund Advisors — Monday, November 5, 2018

    It's almost Election Day in the US once again. For those who need a brief civics refresher, every two years the full US House of Representatives and one-third of the Senate are up for reelection. While the outcomes of the elections are uncertain, one thing we can count on ...Read More

  • Jim Parker

    A Question of Equilibrium

    1,144
    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 buying if so many people are ...Read More

  • Murray Coleman and Mark Hebner

    False Diversification: Liquid Alts

    2,286
    by Murray Coleman and Mark Hebner — Monday, August 13, 2018

    Trying to take advantage of the benefits of diversification, purveyors of liquid alts are going wild. But don't believe all of the ...Read More

  • Murray Coleman

    A Vanishing Value Premium?

    11,737
    by Murray Coleman — Tuesday, July 31, 2018

    New research by DFA confronts head-on whether the value premium is fading. Analysts crunch 90 years worth of data to gain a better ...Read More

  • murray@ifa.com

    2018 Q2 Market Review

    1,434
    by Murray Coleman — Tuesday, July 17, 2018

    As global trade tensions rose, investors kept buying shares of domestic companies. But foreign stocks fell into the red for the quarter and ...Read More

  • Emerging Markets Step Ahead: Q1 Review

    2018 Q1 Market Review

    1,636
    by Murray Coleman — Thursday, May 3, 2018

    The power of portfolio diversification showed in the initial three months of 2018. While blue chip U.S. stocks took a step back, IFA's indexes tracking emerging markets surged ahead in the first ...Read More