Articles from Index Fund Advisors, Inc.

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Banks and Broker Dealers: FDIC or SIPC?

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by Wes Long Thursday, June 12, 2025

Given the recent volatility in financial markets resulting from news headlines concerning the banking sector, IFA felt it was prudent to review protections available to accounts at banks and brokerage firms.

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The value of our advice is only as good as the data provided. Here's a tip sheet for a more efficient process.

Getting Your Comprehensive Financial Plan Together – What Do I Need?

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by Murray Coleman — Monday, June 09, 2025

The value of our advice is only as good as the data provided. Here's a tip sheet for a more efficient process. … Read More

Bitcoin: A Crumby Way to Save For Later

by Dimensional Fund Advisors — Monday, June 09, 2025

With five times the volatility of equities, Bitcoin may not be ideal for storing wealth. Learn how its risks could impact your financial goals. … Read More

Explore how active decisions by index providers impact fund returns. Learn insights from Joel Schneider at Dimensional Fund Advisors.

How Dimensional Is Going Beyond Indexing

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by Dimensional Fund Advisors — Thursday, June 05, 2025

Explore how active decisions by index providers impact fund returns. Learn insights from Joel Schneider at Dimensional Fund Advisors. … Read More

Learn why holding concentrated positions in a few big stocks can hurt your portfolio performance and increase investment risk.

The Hidden Costs of Holding Concentrated Stock Positions

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by Murray Coleman — Tuesday, June 03, 2025

Learn why holding concentrated positions in a few big stocks can hurt your portfolio performance and increase investment risk. … Read More

It's only natural to worry that daily stock slides will reoccur. Here's a look at how markets have actually worked.

Does a Decline in Stock Prices Signal a Down Year?

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by Murray Coleman — Wednesday, May 28, 2025

It's only natural to worry that daily stock slides will reoccur. Here's a look at how markets have actually worked. … Read More

Discover how competitive markets drive prices to equilibrium by balancing demand and supply, using sports betting as a relatable analogy.

The Power of Prices – Equilibrium

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by Wes Crill — Monday, May 19, 2025

An important function of competitive markets is driving prices to equilibrium. This refers to a state where market prices balance the demand from both buyers and sellers. Every trader who thinks the price of a security is high is offset by one who thinks the price is low. So, they … Read More

Learn why expert predictions often miss the mark and explore evidence-based strategies for navigating market volatility confidently.

April Angst May Relief, How Forecasters Flopped Again

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by Robin Powell — Friday, May 16, 2025

Learn why expert predictions often miss the mark and explore evidence-based strategies for navigating market volatility confidently. … Read More

It is important for investors to rebalance their portfolio to achieve risk control and maintain long-term investing goals.

Rebalancing Portfolios

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by Murray Coleman — Sunday, May 11, 2025

It is important for investors to rebalance their portfolio to achieve risk control and maintain long-term investing goals. … Read More

Staying invested and sticking to a strategic financial plan correlates to greater portfolio returns.

Time In Markets (Not Market Timing) is Key to Building Wealth

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by Murray Coleman — Friday, May 09, 2025

Staying invested and sticking to a strategic financial plan correlates to greater portfolio returns. … Read More

Historically, the broad stock market has often been positive even starting in economic recessions. But what about small cap stocks?

Can Small Caps Weather the Storm?

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by Wes Crill — Friday, May 09, 2025

Historically, the broad stock market has often been positive even starting in economic recessions. But what about small cap stocks? … Read More

Review the strategic impact of investor behavior on portfolio performance as identified in Dalbar's long-running research series.

Dalbar QAIB 2025: Investors are Still Their Own Worst Enemies

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by Murray Coleman — Wednesday, May 07, 2025

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

At IFA, we've designed an alternative portfolio with a stock tilt to more profitable companies.

Profitability: An Added Dimension of Value Investing

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by Murray Coleman — Tuesday, May 06, 2025

At IFA, we've designed an alternative portfolio with a stock tilt to more profitable companies. … Read More

Learn how commissions influence financial advice and why working with a fiduciary ensures your investments align with your best interests.

Does Your Advisor Have Your Best Interests at Heart?

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by Robin Powell — Monday, May 05, 2025

Learn how commissions influence financial advice and why working with a fiduciary ensures your investments align with your best interests. … Read More

Learn the factors impacting size premiums in US and global markets, including private equity activity, interest rates, and stock volatility.

Size Premium Stories

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by Wes Crill — Friday, May 02, 2025

Learn the factors impacting size premiums in US and global markets, including private equity activity, interest rates, and stock volatility. … Read More

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