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Mark Hebner and IFA Contributors

Profitability and a Four-Factor Model

22,309
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

    676
    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 ...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 ...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

    1,107
    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

  • 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 ...Read More

  • Murray Coleman

    2018 Q3 Market Review

    1,092
    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 ...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 ...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 ...Read More