Mark talks about his transition from misled active investor to his discovery of indexing and how this led to him founding Index Fund Advisors. One of Mark's mantras is to replace speculation with education, an idea he has held dear since his first forays into passive strategies and a message he delivers to his new clients repeatedly.
Mark mentions that his original business plan included a reference to video conferencing software, see here: Microsoft NetMeeting.
Click here to download the podcast version of this video.
Index Funds: The 12-Step Recovery Program for Active Investors: https://www.ifa.com/books/
Charts:
Five Decades: Risk and Return of IFA Indexes: https://www.ifa.com/charts/369h/
Risk Return Scatter Plot of IFA Index Portfolios and IFA Indexes: https://www.ifa.com/charts/35h/
The Random Walk of Market Returns: https://www.ifa.com/charts/157h/
Persistence of Outperformance by Actively Managed Funds: https://www.ifa.com/charts/305h/
DISCLOSURES:
All videos are being provided for informational purposes only and should not be considered a solicitation, recommendation, or endorsement of any particular security, product or service, or considered to be investment or tax advice. There is no guarantee any investment strategies will be successful. Investing involves risks, including possible loss of principal. Past performance does not guarantee future returns. No investment decisions should be made solely based on the information in any of these videos. The opinions referenced within are as of the date of each video recording and are subject to change without notice. Information provided by third party sources is not endorsed or guaranteed by IFA. Please be sure to use the pause button to fully read the important disclosures at the end of each video.
The video on this page was republished here with permission of The Rational Reminder Podcast. No further republication or redistribution is permitted without the written consent of The Rational Reminder Podcast.
Index Fund Advisors, Inc. (IFA) is a fee-only advisory and wealth management firm that provides risk-appropriate, returns-optimized,
globally-diversified and tax-managed investment strategies with a fiduciary standard of care.
Founded in 1999, IFA is a Registered Investment Adviser with the U.S. Securities and Exchange Commission that provides investment
advice to individuals, trusts, corporations, non-profits, and public and private institutions. Based in Irvine, California, IFA manages
individual and institutional accounts, including IRA, 401(k), 403(b), profit sharing, pensions, endowments and all other investment accounts.
IFA also facilitates IRA rollovers from 401(k)s and 403(b)s.
To find out more about the value of IFA
click here.
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SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.