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
Retirement Income
College Planning
T-Statistic Calculator
401(k) Calculator
Net Worth
Net Income
Roth IRA Conversion
Fee Calculator
Multiple Funds Calculator
Resources
Resources
IFA Brochure
Estate Planning Attorneys
The Galton Board
Index Funds Book
IFA Art Gallery
Book Library
Academic Papers
Quotes
Glossary
Academic Advantage
Mobile App
Icon Library
Glossary
About Us
About Us
Overview
Wealth Advisors
Client Services Specialists
Management
Value of IFA
Investment Principles
Our Fiduciary Role
Fees
Careers
Open an
Account
888-643-3133
Contact Us
Login
Home
Fiduciary Services
Risk Capacity Survey
Financial Calculators
Calculators
IFA Index Calculator
Retirement Calculator
Retirement Income
College Planning
T-Statistic Calculator
401(k) Calculator
Net Worth
Net Income
Roth IRA Conversion
Fee Calculator
Multiple Funds Calculator
Resources
Resources
IFA Brochure
Estate Planning Attorneys
The Galton Board
Index Funds Book
IFA Art Gallery
Book Library
Academic Papers
Quotes
Glossary
Academic Advantage
Mobile App
Icon Library
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
Charts
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
Sustainable
Portfolios
Back-testing
Disclosures
Index
Descriptions
Form CRS
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
Sustainable Portfolios
About Us
Glossary
Search
Contact
Login
Become a Client
Become an Advisor
Back-testing Disclosures
Index Descriptions
Form CRS
Related Content
ARTICLE
May 25, 2022
Worried About Stocks? Why Long-Term Investing Is Crucial
Relevance Score: 8.50
ARTICLE
May 18, 2022
Singled Out: Historical Performance of Individual Stocks
Relevance Score: 2.00
VIDEO
May 11, 2022
2022 Q1 Market Review: Town Hall Edition
Relevance Score: 3.53
VIDEO
May 5, 2022
The Best Strategy for Young Investors
Relevance Score: 1.38
ARTICLE
May 2, 2022
Luck or Skill: Evidence from S&P's Persistence Scorecard
Relevance Score: 0.83
VIDEO
May 1, 2022
A Nobel Laureate Moment – Stock Picking and Market Timing
Relevance Score: 1.82
VIDEO
April 26, 2022
2022 Q1 Market Review
Relevance Score: 2.78
VIDEO
April 26, 2022
Market Declines and Volatility
Relevance Score: 2.28
VIDEO
April 21, 2022
How to Have an Edge Over Most Investors
Relevance Score: 1.23
VIDEO
March 31, 2022
Online Trading is a Bad Idea
Relevance Score: 1.14
VIDEO
March 24, 2022
Finding the Right Balance on Retirement Spending
Relevance Score: 1.13
ARTICLE
March 23, 2022
The Small Caps That May Be Holding Back Your Portfolio's Returns
Relevance Score: 1.13
ARTICLE
March 7, 2022
The Nasty Aftereffects of Holding Too Much Cash
Relevance Score: 0.60
ARTICLE
March 3, 2022
Dimensional Exiting Russia
Relevance Score: 0.60
ARTICLE
February 25, 2022
Navigating Geopolitical Events
Relevance Score: 1.09
ARTICLE
February 24, 2022
Three Tips for a Better Investment Experience
Relevance Score: 1.09
VIDEO
January 31, 2022
2021 Q4 Market Review: Town Hall Edition
Relevance Score: 3.07
VIDEO
January 27, 2022
Short-termism Can Be Very Expensive
Relevance Score: 1.07
VIDEO
January 20, 2022
2021 Q4 Market Review
Relevance Score: 2.56
ARTICLE
January 19, 2022
Eugene Fama: One of A Kind
Relevance Score: 0.56
ARTICLE
January 10, 2022
A Focus on Fixed-Income: Four Tips to Managing Bonds
Relevance Score: 0.56
ARTICLE
December 27, 2021
Warren Buffett Wins $1 Million Bet, but is a Single Asset Class Real...
Relevance Score: 0.55
ARTICLE
December 20, 2021
Institutional-Grade Active Managers Don't Do Any Better: SPIVA
Relevance Score: 0.55
VIDEO
November 24, 2021
Missing the Market's Best Days
Relevance Score: 1.04
VIDEO
November 11, 2021
2021 Q3 Market Review: Town Hall Edition
Relevance Score: 3.04
ARTICLE
November 10, 2021
Myth-Busting with Momentum: How to Pursue the Premium
Relevance Score: 0.54
ARTICLE
November 8, 2021
CAPE Fear: Should Investors Be Concerned With Market Valuations?
Relevance Score: 1.04
ARTICLE
October 21, 2021
2021 Q3 Market Review
Relevance Score: 0.54
VIDEO
October 21, 2021
2021 Q3 Market Review
Relevance Score: 2.54
ARTICLE
October 5, 2021
When It's Value vs. Growth, History Is on Value's Side
Relevance Score: 1.03
VIDEO
October 4, 2021
Step 4: Time Pickers in Under a Minute
Relevance Score: 1.03
ARTICLE
September 29, 2021
10 Obstacles to Investing—and How to Overcome Them
Relevance Score: 1.03
ARTICLE
September 22, 2021
Will Inflation Hurt Stock Returns? Not Necessarily.
Relevance Score: 1.03
ARTICLE
August 24, 2021
Which Country Will Outperform? Here's Why It Shouldn't Matter.
Relevance Score: 0.53
ARTICLE
August 19, 2021
Active vs. Passive Management
Relevance Score: 0.53
ARTICLE
August 10, 2021
The Hunt for Profitability
Relevance Score: 1.03
ARTICLE
August 3, 2021
‘Everything Screams Inflation.' How to Interpret the Headlines.
Relevance Score: 1.03
VIDEO
July 30, 2021
2021 Q2 Market Review: Town Hall Edition
Relevance Score: 3.03
VIDEO
July 22, 2021
2021 Q2 Market Review
Relevance Score: 2.53
ARTICLE
July 19, 2021
2021 Q2 Market Review
Relevance Score: 1.03
VIDEO
June 24, 2021
Do Active Managers Fare Better in Bear Markets?
Relevance Score: 1.52
ARTICLE
June 21, 2021
Pursuing a Better Investment Experience
Relevance Score: 0.52
ARTICLE
June 17, 2021
False Negatives and False Positives
Relevance Score: 1.02
ARTICLE
June 10, 2021
Inflation: An Exchange Between Eugene Fama and David Booth
Relevance Score: 1.02
ARTICLE
May 17, 2021
Royce Funds: A Deeper Look at Performance
Relevance Score: 0.50
ARTICLE
May 10, 2021
Market Timing: More Evidence Why It Doesn't Work
Relevance Score: 0.50
VIDEO
April 29, 2021
2021 Q1 Market Review: Town Hall Edition
Relevance Score: 3.00
ARTICLE
April 26, 2021
2021 Q1 Market Review
Relevance Score: 0.50
VIDEO
April 15, 2021
2021 Q1 Market Review
Relevance Score: 2.50
ARTICLE
March 23, 2021
To Bit or Not to Bit: What Should Investors Make of Bitcoin Mania?
Relevance Score: 1.00
ARTICLE
March 17, 2021
Tales from the Crypto: How to Think About Bitcoin
Relevance Score: 0.50
VIDEO
March 9, 2021
Chasing Top Fund Managers
Relevance Score: 0.50
ARTICLE
February 25, 2021
The Performance of Late-Cycle Premiums
Relevance Score: 1.00
ARTICLE
February 18, 2021
FANMAG: Because FAANGs Are So Yesterday
Relevance Score: 1.00
ARTICLE
February 16, 2021
Flexibility in Practice: How We Handled GameStop
Relevance Score: 1.00
ARTICLE
February 8, 2021
The Hidden Costs of Holding Concentrated Stock Positions
Relevance Score: 0.50
VIDEO
February 4, 2021
2020 Q4 Market Review
Relevance Score: 2.50
ARTICLE
February 4, 2021
Gauging Market Expectations?
Relevance Score: 1.00
VIDEO
January 28, 2021
2020 Q4 Market Review: Town Hall Edition
Relevance Score: 3.00
ARTICLE
January 18, 2021
2020 Q4 Market Review
Relevance Score: 0.50
ARTICLE
January 11, 2021
Market Review 2020: Looking Back on an Unprecedented Year
Relevance Score: 1.00
VIDEO
January 7, 2021
The Rational Reminder Podcast - David Booth: The First Index Fund, C...
Relevance Score: 1.00
VIDEO
December 15, 2020
Investing in the S&P 500
Relevance Score: 0.50
VIDEO
December 15, 2020
Is The Market Efficient?
Relevance Score: 1.50
VIDEO
December 2, 2020
Efficient Capital Markets Explained
Relevance Score: 1.50
ARTICLE
November 25, 2020
The Right Thing, Not the Easy Thing
Relevance Score: 0.50
VIDEO
November 6, 2020
2020 Q3 Market Review: Town Hall Edition
Relevance Score: 3.00
VIDEO
November 6, 2020
Market Overview - October 2020
Relevance Score: 3.00
VIDEO
November 6, 2020
Measuring the Market
Relevance Score: 2.50
ARTICLE
November 3, 2020
2020 Q3 Market Review
Relevance Score: 1.00
VIDEO
October 28, 2020
Presidential Elections and Stock Market Performance
Relevance Score: 1.00
VIDEO
October 22, 2020
2020 Q3 Market Review
Relevance Score: 2.50
VIDEO
September 29, 2020
Small Cap and Value Stocks
Relevance Score: 0.50
VIDEO
September 29, 2020
Should You Be Factor Investing?
Relevance Score: 0.50
VIDEO
September 29, 2020
Is the Value Premium Dead?
Relevance Score: 0.50
VIDEO
September 29, 2020
Are Index Funds Over-Diversified?
Relevance Score: 0.50
VIDEO
September 29, 2020
Why Not All Index Funds Are Created Equal
Relevance Score: 0.50
VIDEO
September 29, 2020
Why Income Investing Will Not Give You Income
Relevance Score: 0.50
VIDEO
September 29, 2020
The Irrelevance of Dividends
Relevance Score: 0.50
VIDEO
September 29, 2020
The Stock Market vs. The Economy
Relevance Score: 1.00
VIDEO
September 28, 2020
Bear Markets: This Time is Different (Every Time)
Relevance Score: 1.00
ARTICLE
September 22, 2020
Casinos, Insurers & Indexers: A Common Link?
Relevance Score: 1.00
ARTICLE
September 17, 2020
The Hebner Model: A Framework for How Markets Work
Relevance Score: 1.00
ARTICLE
September 15, 2020
Misuse of the Law of Large Numbers: The Gambler's Fallacy
Relevance Score: 0.50
ARTICLE
August 25, 2020
Warren Buffett, Market Efficiency and the Disappearance of Alpha
Relevance Score: 1.00
ARTICLE
August 5, 2020
Presidential Elections and the Stock Market
Relevance Score: 0.50
VIDEO
August 3, 2020
Kenneth French on Market Timing
Relevance Score: 1.00
VIDEO
July 22, 2020
50 Year Market Review
Relevance Score: 2.00
VIDEO
July 22, 2020
Q2 2020 Market Review
Relevance Score: 2.50
VIDEO
July 10, 2020
An Hour with Harry Markowitz, Father of Modern Portfolio Theory
Relevance Score: 1.00
ARTICLE
July 2, 2020
Dimensional's Marlena Lee: How to Measure Value
Relevance Score: 0.50
VIDEO
June 30, 2020
Investing and Market Efficiency
Relevance Score: 1.00
ARTICLE
June 26, 2020
Where are the Customers' Yachts? A Good Hard Look at Wall Street
Relevance Score: 1.00
VIDEO
June 19, 2020
IFA Town Hall with Apollo Lupescu - International Investing
Relevance Score: 1.50
ARTICLE
June 9, 2020
Does a Decline in Stock Prices Signal a Down Year?
Relevance Score: 0.50
VIDEO
June 8, 2020
IFA Town Hall with Apollo Lupescu - Global Premiums
Relevance Score: 1.50
VIDEO
June 5, 2020
Dimensional Voices: Building Satellites and Designing Portfolios
Relevance Score: 1.50
VIDEO
June 2, 2020
David Booth on Dealing Thoughtfully with Uncertainty
Relevance Score: 0.50
ARTICLE
June 2, 2020
Active Management's Dilemma
Relevance Score: 0.50
VIDEO
May 27, 2020
Bond Investing in the Current Market
Relevance Score: 1.00