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Tom Allen and Mark Hebner

Dalbar QAIB: Investors are Still Their Own Worst Enemy

16,336
by Murray Coleman
Updated: Thursday, May 28, 2020

The latest update of this research series analyzes fund performances by investment behavior versus actual ...Read More

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  • Murray Coleman

    Diary of a 'Reformed' Journalist

    4,088
    by Murray Coleman — Updated: Thursday, May 21, 2020

    I was trained as a journalist to approach any type of speculative claim with a high degree of skepticism. But it took years of sifting through a wealth of ...Read More

  • murray@ifa.com

    Q1 2020 Market Review [VIDEO]

    540
    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

    2,336
    by Jim Parker — Updated: 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 ...Read More

  • murray@ifa.com

    Fear, Greed and Knowledge

    662
    by Mark Hebner and Murray Coleman — Wednesday, April 8, 2020

    It might not seem intuitive, but this graph shows valuable discipline is when markets ...Read More

  • Mark Hebner

    Time for the Fire Drill

    6,757
    by Mark Hebner — Updated: Monday, February 10, 2020

    Most of us remember the days at school when we had our routine fire drill. The fire alarms around the school would ring, we would all calmly and collectedly ...Read More

  • Tom Allen and Mark Hebner

    T. Rowe Price: A Deeper Look at the Performance

    29,228
    by Mark Hebner and IFA Contributors — Updated: Monday, February 10, 2020

    T. Rowe Price has clearly stated their value proposition to their investors. But what exactly is that value and, more importantly, who is receiving the bulk of ...Read More

  • murray@ifa.com

    2019 Q4 Review [VIDEO]

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    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

    27,793
    by Mark Hebner and Murray Coleman — Updated: 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

  • Murray Coleman

    Invesco: A Deeper Look At the Performance

    19,125
    by Murray Coleman — Updated: 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 ...Read More

  • Mark Hebner and Murray Coleman

    Eugene Fama: One of A Kind

    17,869
    by Mark Hebner and Murray Coleman — Updated: Thursday, December 19, 2019

    Academics are a hallmark of the investment strategy that we recommend to our clients. While there are plenty of sales pitches professing some sort of new or ...Read More

  • murray@ifa.com

    Savings Contribution Limits Go Up

    1,958
    by Murray Coleman — Updated: Monday, December 9, 2019

    Contribution limits for 2020 for various retirement accounts are rising. Here's a breakdown of how much you can now save in a tax-friendly ...Read More