Articles from Index Fund Advisors, Inc.

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Dollar Cost Averaging vs. Lump Sum Investing: Which is Better?

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by Jesse Fulton Sunday, March 16, 2025

This hypothetical study compares Dollar Cost Averaging (DCA) vs. Lump Sum Investing from 2005 thru 2024 for a total time period of 20 years.

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The small-cap active mutual funds manager, which is now part of Franklin Templeton, is studied.

Royce Funds (Franklin Templeton): A Deeper Look at Performance

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by Murray Coleman — Sunday, March 16, 2025

The small-cap active mutual funds manager, which is now part of Franklin Templeton, is studied. … Read More

Discover the revolution in finance led by academics like Eugene Fama, as told in the compelling documentary "Tune Out the Noise."

A Must-see Film About Investing for the Intellectually Curious

by Robin Powell — Friday, March 14, 2025

Discover the revolution in finance led by academics like Eugene Fama, as told in the compelling documentary "Tune Out the Noise." … Read More

Find out how knowing your risk tolerance and maintaining discipline can make investing through turbulent markets less stressful and more rewarding.

Investing Can Be a Roller Coaster: Three Tips for Riding Out the Ups and Downs

by Dimensional Fund Advisors — Thursday, March 13, 2025

Find out how knowing your risk tolerance and maintaining discipline can make investing through turbulent markets less stressful and more rewarding. … Read More

Using regression analysis, we analyze Dimensional Fund Advisors systematic investing approach and the five underlying themes in their investment strategies.

Dimensional Fund Advisors: A Deeper Look At The Performance

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by Murray Coleman — Monday, March 10, 2025

Using regression analysis, we analyze Dimensional Fund Advisors systematic investing approach and the five underlying themes in their investment strategies. … Read More

Learn why evidence-based investing, rooted in academic breakthroughs, is key to long-term success over guesswork or opinions.

Choose Evidence Over Opinions

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by Robin Powell — Tuesday, March 04, 2025

Learn why evidence-based investing, rooted in academic breakthroughs, is key to long-term success over guesswork or opinions. … Read More

This study compares the long-term performance of Invesco's family of actively managed funds.�

Invesco: A Deeper Look At the Performance

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by Murray Coleman — Sunday, March 02, 2025

This study compares the long-term performance of Invesco's family of actively managed funds. … Read More

Discover why active fund managers resist the rise of passive investing despite evidence favoring index funds for better returns.

New Book Reveals How Active Managers Resist Pressure to Reform

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by Robin Powell — Friday, February 28, 2025

Discover why active fund managers resist the rise of passive investing despite evidence favoring index funds for better returns. … Read More

An analysis of T. Rowe Price mutual funds, and a deeper look at the performance against its benchmarks.

T. Rowe Price: A Deeper Look at the Performance

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by Murray Coleman — Sunday, February 23, 2025

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 that value? … Read More

Charles Ellis and other experts explain why minimizing costs by choosing index funds is critical for maximizing long-term investment returns.

Investment Costs Make a Huge Difference

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by Robin Powell — Monday, February 17, 2025

Charles Ellis and other experts explain why minimizing costs by choosing index funds is critical for maximizing long-term investment returns. … Read More

Explore how decades of financial excess have led to a new era in U.S. history, echoing lessons from the Great Inflation and past economic shifts.

Rebuilding the Wealth of the American Empire

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by Mark Higgins — Wednesday, February 12, 2025

Dive into U.S. financial history to explore how past debt crises provide valuable lessons for today’s fiscal and economic challenges. … Read More

Choosing the right advisor is critical. Explore how bad advice can impact your returns and learn strategies to safeguard your investments.

Advisor Risk - How Would You Rate Your Advisor's Risk?

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by Mark Hebner — Monday, February 10, 2025

At Index Fund Advisors, we see it as our core mission to get investors to take the risks that are worth taking (e.g. market, size, value, term and default) and avoid the ones that are not (e.g. concentration risk, manager selection risk, market timing risk). … Read More

Explore how US stocks outperformed while global markets struggled in Q4 2024. Learn how Fed rate cuts and inflation shifts shaped the year's outcomes.

2024 Q4 Market Review

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by Jesse Fulton — Monday, February 03, 2025

Explore how US stocks outperformed while global markets struggled in Q4 2024. Learn how Fed rate cuts and inflation shifts shaped the year's outcomes. … 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 — Wednesday, January 29, 2025

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

Academic work by leading market researchers like Nobel Laureates Eugene Fama and Harry Markowitz leads us to warn investors that portfolios holding concentrated positions in a few big stocks are

The Problem with Concentrated Stock Positions

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