Articles from Index Fund Advisors, Inc.

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The Silent Partner Problem - Understanding the New 401(k) Investment Landscape

by Robin Powell Tuesday, September 16, 2025

Learn how new 401(k) alternative investment rules may impact fees, transparency, and your retirement wealth. Make informed decisions for your future.

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Learn how prestigious endowments like Harvard and Yale fail to beat simple index funds, revealing a major flaw in complex investing.

The $25 Million Lesson- Why Most Endowments Fail and What All Investors Can Learn

by Robin Powell — Monday, September 15, 2025

America's smartest institutional investors are failing spectacularly. New research shows even Harvard and Yale would beat their own returns by simply buying index funds — a wake-up call for trustees and investors pursuing complexity. America's charitable organizations collectively oversee more than $800 billion in endowment assets, yet most would … Read More

A new study highlights the tangible benefits of hiring CFP� professionals, from improved emergency funds to enhanced financial satisfaction.

Benefits of Working With a CFP Professional Revealed in Study

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by David York — Wednesday, September 10, 2025

When seeking financial advice and assistance, there is a good chance that you might run into several different credentials that indicate a professional's background as well as area of expertise. When it comes to financial planning the CFP® designation is the gold standard due to its rigorous education, examination, experience, … Read More

Discover why the CAPE ratio is popular among investors and the challenges of applying it to real-world stock investing.

CAPE Fear: Valuation Ratios and Market Timing

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by Weston Wellington, Mark Hebner — Monday, September 01, 2025

As broad market indices such as the S&P 500 have set new record highs in recent weeks, many investors have become apprehensive. They fear another major decline is likely to occur and are eager to find strategies that promise to avoid the pain of an extended downturn while preserving the … Read More

Discover why international value stocks have outperformed US markets, driven by currency shifts, sector advantages, and valuation gaps.

The Great Value Reversal: How International Value Stocks Broke Their Losing Streak

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by Robin Powell — Monday, August 25, 2025

After more than a decade in the wilderness, international value stocks have staged one of the most dramatic comebacks in modern investment history. The numbers tell a remarkable story: through July 2025, international value stocks delivered 7.87% returns while their US counterparts managed just 3.56% — a gap that would … Read More

Compare buffer strategies and 60/40 portfolios for equity market downside protection and long-term performance differences. Learn which suits your goals.

Buffing Out Volatility, Part 2

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by Dimensional Fund Advisors — Wednesday, August 20, 2025

Compare buffer strategies and 60/40 portfolios for equity market downside protection and long-term performance differences. Learn which suits your goals. … Read More

Learn how IFA empowers advisors with science-backed investing, transparency, and the freedom to focus on client success over product sales.

Why Top Wealth Advisors Should Join Index Fund Advisors

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by Robin Powell — Monday, August 11, 2025

You didn’t become a wealth manager to sell products and chase quotas. You became one to help people build financial security. But too often, traditional firms reward sales over service, and advisors are left navigating conflicts of interest that compromise client trust. That’s why top advisors are leaving sales-driven models … Read More

Explore the partnership between IFA and Dimensional that underscores a dedication to systematic, evidence-based investing principles and innovation.

Dimensional Fund Advisors Wins Morningstar's 2025 Award for Investing Excellence

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by Robin Powell — Wednesday, July 30, 2025

When Morningstar announced its 2025 Awards for Investing Excellence, one name stood out: Dimensional Fund Advisors. The prestigious "Exemplary Stewardship" award recognizes firms that demonstrate exceptional commitment to serving investors' best interests — and for Index Fund Advisors (IFA), this recognition validates a 26-year partnership built on evidence-based investing. … Read More

Learn why diversification proved vital in Q2 2025 as international and emerging markets outperformed, leading global equities to impressive gains.

Global Markets Shine in Q2 2025: Key Insights for IFA Investors

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by Jesse Fulton — Friday, July 25, 2025

Despite a turbulent start due to global tariff announcements and geopolitical tensions, the second quarter ended strongly for global markets. … Read More

Uncover how volatility laundering in private equity misleads investors into a false sense of security with smoothed but deceptive returns.

Private Equity Volatility, The True Risk May Be Far Higher Than You Think

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by Robin Powell — Tuesday, July 22, 2025

Uncover how volatility laundering in private equity misleads investors into a false sense of security with smoothed but deceptive returns. … Read More

Learn how buffer ETFs and fixed income compare as tools for hedging equity risk during market downturns, including their pros and cons.

Buffing Out Volatility

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by Dimensional Fund Advisors — Friday, July 18, 2025

Learn how buffer ETFs and fixed income compare as tools for hedging equity risk during market downturns, including their pros and cons. … Read More

Maybe we're just a bunch of geeks. But each year, we look forward to this latest collection of market data.

The Matrix Book: A Dimensional Tradition

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by Murray Coleman — Monday, July 14, 2025

Maybe we're just a bunch of geeks. But each year, we look forward to this latest collection of market data. … Read More

Discover key insights from 2025 market performance that underline the advantages of international diversification for long-term investors.

Mind the Gap–Diversifying Across Countries

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by Dimensional Fund Advisors — Friday, July 11, 2025

Discover key insights from 2025 market performance that underline the advantages of international diversification for long-term investors. … Read More

Discover Jacob Bernoulli's contributions to probability and how MarketCoin flips align with the Bernoulli process and trials.

Jacob Bernoulli and the IFA MarketCoin

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by Mark Hebner — Friday, July 11, 2025

Discover Jacob Bernoulli’s contributions to math and probability and how MarketCoin flips align with the Bernoulli process and trials.A sequence of MarketCoin flips is a Bernoulli process, with each flip a Bernoulli trial, due to its binary outcomes (Up/Down) and independence, with (p = 0.5) based on the median return split, reflecting Bernoulli's foundational concepts in probability. … Read More

To help choose the best retirement savings option that fits your needs, here's a look at some options.�

Pre-Tax or Roth 401(k) Contributions: What Should I Do?

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by Murray Coleman — Friday, July 04, 2025

To help choose the best retirement savings option that fits your needs, here's a look at some options. … Read More

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