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(302)2,807,516 views
Featured Article
1
Already Priced In - Why Even Smart Investors Forget the Price They Pay
Learn why most investors misjudge the impact of old news on stock returns and uncover strategies to avoid common investing pitfalls.
…Read MoreArticle Library
2
The Index Investor's OCIO: How Vanguard Built, Grew, and Sold Its Outsourced CIO Business — and What Comes Next
Understand Vanguard’s decision to leave the OCIO space and how it impacts clients and the broader institutional market. … Read More
3
Why the Investors Most Afraid of a Market Crash Aren't Moving Markets
Thinking of taking some chips off the table before the next crash? A new Yale study helps explain why crash fears can look very different from market prices — and why a potentially more useful response is to make sure your portfolio can survive the fall you fear. … Read More
4
Dimensional's 2026 Capital Gain Estimates: Mostly Zeros Again
Learn why Dimensional ETFs expect zero capital gain distributions in 2026 and how mutual fund investors can avoid surprise tax bills. … Read More
5
From Factors to Dimensions: How Financial Science Changed the Way We Understand Stock Returns
Factor analysis searches for a simpler structure hidden inside complicated data. Fama and French brought a closely related idea to financial economics: thousands of stocks may behave differently, but much of the variation in their returns can be understood through a relatively small number of systematic dimensions. … Read More
6
Inferential Statistics: What 98 Years of Monthly Returns Can—and Cannot—Tell Investors
Understand why analyzing 98 years of market history improves return estimates but doesn't eliminate risk or predict future outcomes with certainty. … Read More
7
John Bogle's Cost Matters Hypothesis
Investors cannot control what markets will return. They can exert meaningful control over many of the costs they pay to capture those returns. John Bogle argued that this simple fact may be more important than any theory about whether markets are perfectly efficient. … Read More
8
Stay Calm, Tune Out the Noise, Invest and Relax
David Booth's new book reinforces an investment philosophy that Index Fund Advisors has taught since 1999: accept uncertainty, trust market prices, diversify broadly, follow the evidence, and stop trying to predict what cannot be predicted. … Read More
9
Who Actually Gains When Private Markets Open to Retail Investors
New research evaluates whether retail investors truly benefit from access to private equity and alternative assets. Find out the surprising results. … Read More
10
The Peasant Who Proved the Solar System Stable | Pierre-Simon Laplace (PoP EP12)
Learn about Pierre-Simon Laplace’s pivotal role in unifying probability theory and his influence on statistical modeling in finance. … Read More
11
The Small Cap Value Premium Kept Changing Its Answer
The small cap value premium re-emerged in 2026. Then it went away again. Then it came back. Anyone holding out for the numbers to settle first was holding out for something short-run returns never do. … Read More
12
Fifty Years of "Bogle's Folly"
On August 31, 1976, a small mutual fund called First Index Investment Trust began operations. It aimed to raise between $50 million and $150 million in its initial underwriting. It raised a little more than $11 million — “an abject failure,” in John Bogle’s own blunt assessment. Critics called it … Read More
13
Morgan Stanley: A Deeper Look at Performance
IFA's ongoing research series examines the banker's actively managed mutual funds. … Read More
14
American Funds: A Deeper Look at the Performance
The Mutual Fund Alpha Charts shown below compare 37 different American Funds, all A Shares, (see trading symbols just above the chart) to their Morningstar analyst-designated benchmark. … Read More
15
Tax-Loss Harvesting: Taking Advantage of Opportunities
A sound evidence-based investment process needs to consider how market volatility can be used to reduce your taxes. … Read More
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