Continue to Site
menu
Calculate Your Expected Returns:
Home
Fiduciary
Services
Services
Wealth Management
Institutional
Retirement Plans
Taxes
Risk
Capacity
Financial
Calculators
Calculators
IFA Index Calculator
Retirement Calculator
T-Statistic Calculator
401(k) Calculator
Net Worth
Net Income
Roth IRA Conversion
Fee Calculator
Multiple Funds Calculator
Log In
About Us
About Us
Overview
Wealth Advisors
Client Services Specialists
Management
Value of IFA
Investment Principles
Our Fiduciary Role
Fees
Careers
Contact Us
Open an
Account
Call: 888-643-3133
Zoom
Login
Home
Fiduciary Services
Risk Capacity Survey
Financial Calculators
Calculators
IFA Index Calculator
Retirement Calculator
College Savings Analyzer
T-Statistic Calculator
401(k) Calculator
Net Worth
Net Income
Roth IRA Conversion
Fee Calculator
Multiple Funds Calculator
Open an Account
Taxes
Videos
Videos
Video Library
Documentary Films
:
Index Funds: The Movie
Investing: The Evidence
Interviews & Presentations
:
David Booth
Mark Hebner
Eugene Fama
Kenneth French
Harry Markowitz
Gerard O'Reilly
Weston Wellington
Scott Bosworth
Articles
Resources
Resources
IFA Brochure
The Galton Board
Index Funds Book
IFA Art Gallery
Book Library
Academic Papers
Quotes
Glossary
Academic Advantage
Mobile App
Index
Portfolios
IFA Index
Portfolios 100
IFA Index
Portfolios 95
IFA Index
Portfolios 90
IFA Index
Portfolios 85
IFA Index
Portfolios 80
IFA Index
Portfolios 75
IFA Index
Portfolios 70
IFA Index
Portfolios 65
IFA Index
Portfolios 60
IFA Index
Portfolios 55
IFA Index
Portfolios 50
IFA Index
Portfolios 45
IFA Index
Portfolios 40
IFA Index
Portfolios 35
IFA Index
Portfolios 30
IFA Index
Portfolios 25
IFA Index
Portfolios 20
IFA Index
Portfolios 15
IFA Index
Portfolios 10
IFA Index
Portfolios 5
IFA Index
Portfolio 100
IFA Index
Portfolio 90
IFA Index
Portfolio 80
IFA Index
Portfolio 70
Glossary
Back-testing
Disclosures
Index
Descriptions
Index Portfolios
Index Portfolios
Index Portfolio Overview
Index Portfolio 10
Index Portfolio 20
Index Portfolio 30
Index Portfolio 40
Index Portfolio 50
Index Portfolio 60
Index Portfolio 70
Index Portfolio 80
Index Portfolio 90
Index Portfolio 100
Retirement Plans
Institutional
About Us
Search
Contact
Login
Become a Client
Become an Advisor
Glossary
Back-testing Disclosures
Index Descriptions
Related Content
ARTICLE
June 2, 2020
Active Management's Dilemma
Relevance Score: 2.50
ARTICLE
May 28, 2020
Dalbar QAIB: Investors are Still Their Own Worst Enemy
Relevance Score: 1.89
ARTICLE
May 21, 2020
Diary of a 'Reformed' Journalist
Relevance Score: 1.50
ARTICLE
May 19, 2020
Time In Markets (Not Market Timing) is Key to Building Wealth
Relevance Score: 1.44
VIDEO
May 11, 2020
The IFA Index Portfolio 100 vs. S&P 500 ETF
Relevance Score: 1.31
ARTICLE
May 5, 2020
Q1 2020 Market Review
Relevance Score: 1.75
ARTICLE
April 23, 2020
Legg Mason: A Deeper Look at the Performance
Relevance Score: 0.68
ARTICLE
April 21, 2020
A Closer Look at Financial Literacy
Relevance Score: 0.67
ARTICLE
April 14, 2020
SPIVA: 2019 Active vs. Passive Scorecard
Relevance Score: 0.65
ARTICLE
April 8, 2020
Fear, Greed and Knowledge
Relevance Score: 1.14
ARTICLE
April 6, 2020
Are Index Funds Evil or Just a Scapegoat for a Much Bigger Concern?
Relevance Score: 0.63
ARTICLE
March 23, 2020
Market Volatility Hits Active Managers Hard
Relevance Score: 0.61
ARTICLE
March 20, 2020
S&P Study: Alpha is Truly 'Fleeting'
Relevance Score: 1.10
ARTICLE
March 19, 2020
A Better Investment Experience: Three Tips
Relevance Score: 1.60
ARTICLE
March 16, 2020
Renewed Warnings about ETFs: Volatility Baked into the Cake?
Relevance Score: 0.60
ARTICLE
March 12, 2020
Investment Management's Dirty Little Secret
Relevance Score: 0.59
ARTICLE
March 10, 2020
Tax-Loss Harvesting: Taking Advantage of Opportunities
Relevance Score: 1.09
ARTICLE
March 5, 2020
Market Timing: More Evidence Why It Doesn't Work
Relevance Score: 1.09
VIDEO
February 4, 2020
Venkat Yarlagadda Interviews Mark Hebner: Full Interview
Relevance Score: 1.07
ARTICLE
January 28, 2020
2019 Q4 Review
Relevance Score: 1.06
ARTICLE
January 21, 2020
California's Big Pension Fund Turns to Passive Management
Relevance Score: 0.56
VIDEO
January 8, 2020
Venkat Yarlagadda Interviews Mark Hebner: Part Four
Relevance Score: 1.05
ARTICLE
January 6, 2020
To Margin or Not To Margin?
Relevance Score: 1.05
VIDEO
December 12, 2019
David Booth Interview: Part Seven
Relevance Score: 1.05
VIDEO
December 12, 2019
David Booth Interview: Part Six
Relevance Score: 1.05
VIDEO
December 12, 2019
David Booth Interview: Part Five
Relevance Score: 1.05
VIDEO
December 12, 2019
David Booth Interview: Part Four
Relevance Score: 1.05
ARTICLE
November 25, 2019
SPIVA: Mid-Year 2019 Active vs. Passive Scorecard
Relevance Score: 0.54
ARTICLE
November 20, 2019
Eaton Vance: A Deeper Look at the Performance
Relevance Score: 0.54
ARTICLE
November 19, 2019
Corporate Governance: How IFA Works to Protect Shareholders
Relevance Score: 0.54
ARTICLE
November 18, 2019
Goldman Sachs: A Deeper Look at the Performance
Relevance Score: 0.54
ARTICLE
November 5, 2019
The 'Migration' Effect: How M&A Activity Plays into Value Premiums
Relevance Score: 1.04
ARTICLE
October 30, 2019
Vanguard vs. Dimensional: Through A Statistical Lens
Relevance Score: 0.54
ARTICLE
October 29, 2019
Value Judgments: Viewing the Premium's Performance Through History's...
Relevance Score: 1.04
ARTICLE
October 22, 2019
Institutional-Grade Active Managers Don't Do Any Better: SPIVA
Relevance Score: 0.54
ARTICLE
October 21, 2019
Jim Cramer vs. S&P 500: Chasing 'Mad Money'
Relevance Score: 1.03
ARTICLE
October 2, 2019
Out of the Shadows: Passive Assets Catch Active
Relevance Score: 0.53
ARTICLE
October 1, 2019
The Correlation Between Indexing's Rise and 401(k) Lawsuits
Relevance Score: 0.53
ARTICLE
September 10, 2019
Jim Cramer 'Evolves' Into Indexing Advocate
Relevance Score: 0.53
ARTICLE
July 31, 2019
RAFI ETFs: A Deeper Look at the Performance
Relevance Score: 1.03
ARTICLE
July 25, 2019
2019 Q2 Market Review
Relevance Score: 1.03
ARTICLE
July 23, 2019
Why DFA Is a Strategic Partner of Our Mission
Relevance Score: 1.03
ARTICLE
June 13, 2019
The Randomness of Global Equity Returns
Relevance Score: 0.52
ARTICLE
May 22, 2019
Horse Whisperer Provides Lessons Useful to Investors
Relevance Score: 0.50
VIDEO
May 21, 2019
The Wisdom of Charlie Munger - Show 313
Relevance Score: 1.00
ARTICLE
April 23, 2019
2019 Mutual Fund Landscape: Dimensional Fund Advisors
Relevance Score: 0.50
ARTICLE
April 17, 2019
2019 Q1 Market Review
Relevance Score: 0.50
ARTICLE
April 2, 2019
The Index Bogeyman
Relevance Score: 0.50
ARTICLE
March 26, 2019
Glide Paths Shine in 2018's Downturn
Relevance Score: 0.50
ARTICLE
February 28, 2019
Passive Assets Surpass Active in U.S. Large Caps
Relevance Score: 0.50
ARTICLE
February 5, 2019
2018 Q4 Market Review
Relevance Score: 0.50
VIDEO
February 1, 2019
Mark Hebner Interview: Part Two - Show 301
Relevance Score: 1.00
ARTICLE
January 17, 2019
Bogle's Legacy of 'Common Sense' Investing
Relevance Score: 1.00
VIDEO
January 17, 2019
Remembering John "Jack" Bogle - Show 299
Relevance Score: 1.50
ARTICLE
January 14, 2019
A 'Back to Basics' Approach to Long-Term Inflation Risks
Relevance Score: 1.00
VIDEO
January 10, 2019
Mark Hebner Interview: Part One - Show 298
Relevance Score: 1.00
ARTICLE
November 20, 2018
Selecting Investments: Mutual Funds vs. ETFs
Relevance Score: 0.50
ARTICLE
November 14, 2018
Tax Reform Shines Light on Muni Bond Funds
Relevance Score: 0.50
VIDEO
October 30, 2018
Asset Class Returns - Show 291
Relevance Score: 1.00
VIDEO
October 23, 2018
The New Investing Kit - Show 290
Relevance Score: 1.50
ARTICLE
October 22, 2018
As Midterms Loom, Take the Long Road Home
Relevance Score: 0.50
ARTICLE
October 13, 2018
The Hebner Model: A Framework for How Markets Work
Relevance Score: 1.00
VIDEO
October 9, 2018
Average Equity Fund Investor vs. Indexes - Show 287
Relevance Score: 1.00
VIDEO
September 21, 2018
Index Funds: Step 12 - Invest and Relax
Relevance Score: 2.00
VIDEO
September 21, 2018
Index Funds: Step 11 - Risk Exposure
Relevance Score: 2.00
VIDEO
September 21, 2018
Index Funds: Step 10 - Risk Capacity
Relevance Score: 2.00
VIDEO
September 21, 2018
Index Funds: Step 9 - History
Relevance Score: 2.00
VIDEO
September 21, 2018
Index Funds: Step 8 - Riskese
Relevance Score: 2.00
VIDEO
September 21, 2018
Index Funds: Step 7 - Silent Partners
Relevance Score: 2.00
VIDEO
September 21, 2018
Index Funds: Step 6 - Style Drifters
Relevance Score: 2.00
VIDEO
September 21, 2018
Index Funds: Step 5 - Manager Pickers
Relevance Score: 2.00
VIDEO
September 21, 2018
Index Funds: Step 4 - Time Pickers
Relevance Score: 2.00
VIDEO
September 21, 2018
Index Funds: Step 3 - Stock Pickers
Relevance Score: 2.00
VIDEO
September 21, 2018
Index Funds: Step 2 - Nobel Laureates
Relevance Score: 2.00
VIDEO
September 21, 2018
Index Funds: Step 1 - Active Investors
Relevance Score: 2.00
ARTICLE
August 13, 2018
False Diversification: Liquid Alts
Relevance Score: 0.50
ARTICLE
July 31, 2018
A Vanishing Value Premium?
Relevance Score: 0.50
ARTICLE
July 17, 2018
2018 Q2 Market Review
Relevance Score: 0.50
ARTICLE
June 19, 2018
The Myth of a Declining Size Premium
Relevance Score: 1.00
ARTICLE
June 12, 2018
Latest Research Points to Passive Investing's Allure in Bonds
Relevance Score: 0.50
ARTICLE
May 29, 2018
Despite Brief Reprieve, 2017 SPIVA Report Reveals Active Funds Fail ...
Relevance Score: 0.50
ARTICLE
May 24, 2018
Back to Basics: Retirement Plan Sponsors Under Siege
Relevance Score: 0.50
ARTICLE
May 10, 2018
Index Funds & Fiduciary Care: Another Example of How Both Go Togethe...
Relevance Score: 0.50
ARTICLE
May 3, 2018
2018 Q1 Market Review
Relevance Score: 0.50
ARTICLE
April 30, 2018
Closet Indexers Face More Scrutiny
Relevance Score: 1.00
ARTICLE
March 6, 2018
Relying on Market Prices
Relevance Score: 0.50