Articles from Index Fund Advisors, Inc.

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Private Equity Volatility, The True Risk May Be Far Higher Than You Think

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by Robin Powell Tuesday, July 22, 2025

Uncover how volatility laundering in private equity misleads investors into a false sense of security with smoothed but deceptive returns.

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Learn how buffer ETFs and fixed income compare as tools for hedging equity risk during market downturns, including their pros and cons.

Buffing Out Volatility

by Dimensional Fund Advisors — Friday, July 18, 2025

Learn how buffer ETFs and fixed income compare as tools for hedging equity risk during market downturns, including their pros and cons. … Read More

Maybe we're just a bunch of geeks. But each year, we look forward to this latest collection of market data.

The Matrix Book: A Dimensional Tradition

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by Murray Coleman — Monday, July 14, 2025

Maybe we're just a bunch of geeks. But each year, we look forward to this latest collection of market data. … Read More

Discover key insights from 2025 market performance that underline the advantages of international diversification for long-term investors.

Mind the Gap–Diversifying Across Countries

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by Dimensional Fund Advisors — Friday, July 11, 2025

Discover key insights from 2025 market performance that underline the advantages of international diversification for long-term investors. … Read More

Discover Jacob Bernoulli's contributions to probability and how MarketCoin flips align with the Bernoulli process and trials.

Jacob Bernoulli and the IFA MarketCoin

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by Mark T. Hebner — Friday, July 11, 2025

Discover Jacob Bernoulli’s contributions to math and probability and how MarketCoin flips align with the Bernoulli process and trials.A sequence of MarketCoin flips is a Bernoulli process, with each flip a Bernoulli trial, due to its binary outcomes (Up/Down) and independence, with (p = 0.5) based on the median return split, reflecting Bernoulli's foundational concepts in probability. … Read More

To help choose the best retirement savings option that fits your needs, here's a look at some options.�

Pre-Tax or Roth 401(k) Contributions: What Should I Do?

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by Murray Coleman — Friday, July 04, 2025

To help choose the best retirement savings option that fits your needs, here's a look at some options. … Read More

Learn how high-risk traders exhibit gambling behaviors, prefer skill-based games, and face mental health challenges tied to speculative trading.

The Science of Speculation: How Research Reveals the Gambling Addiction Behind Active Investing

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by Robin Powell — Wednesday, July 02, 2025

Learn how high-risk traders exhibit gambling behaviors, prefer skill-based games, and face mental health challenges tied to speculative trading. … Read More

Key options exist for handling required minimum distributions (RMD), including tax rules impacting qualified charitable contributions.

Three Required Minimum Distribution (RMD) Strategies to Deploy with IRA Savings

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by Mark Hebner — Monday, June 30, 2025

Key options exist for handling required minimum distributions (RMD), including tax rules impacting qualified charitable contributions. … Read More

Does a flip of the IFA MarketCoin illustrate the randomness and unpredictability of thefuture direction of returns of an index, such as the S&P 500 Index?

IFA MarketCoin and the Direction of Market Returns

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by Mark T. Hebner — Friday, June 27, 2025

I wanted confirmation that a flip of the new IFA MarketCoinwould illustrate the randomness and unpredictability of future direction of returns of an index, such as the S&P 500 Index. … Read More

Here's a review of our process to maximize tax efficiencies in client portfolios at quarter's end.

Dividends and the Lag in Fund Values

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by Murray Coleman — Friday, June 27, 2025

Here's a review of our process to maximize tax efficiencies in client portfolios at quarter's end. … Read More

Cheat sheet to help sort through your Medicare options including Medicare Advantage, Medigap, Parts A, B, and D as well as other healthcare choices.

Sorting Through Your Medicare Options

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by Murray Coleman — Thursday, June 19, 2025

Here's a cheat sheet to help wade through your healthcare choices. … Read More

List of misdeeds also places Wells Fargo and Raymond James under increased legal scrutiny.

'Bad' Brokers: Morgan Stanley, Goldman Sachs, Citi, BofA, UBS Charged by SEC

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by Murray Coleman — Wednesday, June 18, 2025

List of misdeeds also places Wells Fargo and Raymond James under increased legal scrutiny. … Read More

Banks and Broker Dealer volatility. Do Charles Schwab, TD Ameritrade and Fidelity have FDIC and SIPC coverage? If so how much and what are the limits?

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. … Read More

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

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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

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