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
VIDEO
June 1, 2022
Wealth Matters: How to Invest - Full Video
Relevance Score: 0.81
ARTICLE
June 1, 2022
Advisor Alpha: The View from Vanguard
Relevance Score: 1.31
VIDEO
May 11, 2022
2022 Q1 Market Review: Town Hall Edition
Relevance Score: 1.17
VIDEO
April 26, 2022
2022 Q1 Market Review
Relevance Score: 1.13
ARTICLE
April 4, 2022
Dalbar QAIB 2022: Investors are Still Their Own Worst Enemies
Relevance Score: 0.60
ARTICLE
February 25, 2022
Navigating Geopolitical Events
Relevance Score: 1.07
VIDEO
January 31, 2022
2021 Q4 Market Review: Town Hall Edition
Relevance Score: 1.05
VIDEO
January 20, 2022
2021 Q4 Market Review
Relevance Score: 1.05
ARTICLE
January 10, 2022
A Focus on Fixed-Income: Four Tips to Managing Bonds
Relevance Score: 1.05
ARTICLE
December 27, 2021
Warren Buffett Wins $1 Million Bet, but is a Single Asset Class Real...
Relevance Score: 0.54
VIDEO
December 16, 2021
Index Funds: 12-Steps in 10 Minutes
Relevance Score: 1.54
VIDEO
December 6, 2021
Step 12: Invest and Relax in Under a Minute
Relevance Score: 1.54
VIDEO
December 3, 2021
Step 11: Risk Exposure in Under a Minute
Relevance Score: 1.54
ARTICLE
November 29, 2021
Jim Cramer vs. S&P 500: Chasing 'Mad Money'
Relevance Score: 1.04
ARTICLE
November 24, 2021
Five End-of-Year Ideas to Polish Your Portfolio
Relevance Score: 1.04
VIDEO
November 23, 2021
Step 10: Risk Capacity in Under a Minute
Relevance Score: 1.54
VIDEO
November 11, 2021
2021 Q3 Market Review: Town Hall Edition
Relevance Score: 1.04
VIDEO
November 4, 2021
Step 8: Riskese in Under a Minute
Relevance Score: 2.53
VIDEO
October 21, 2021
2021 Q3 Market Review
Relevance Score: 1.03
ARTICLE
October 11, 2021
Momentum: From Theory to Practical Application
Relevance Score: 1.03
ARTICLE
September 20, 2021
What's the Significance?
Relevance Score: 0.53
ARTICLE
August 31, 2021
The Never-Ending Pursuit of Manager Alpha
Relevance Score: 1.03
ARTICLE
August 10, 2021
The Hunt for Profitability
Relevance Score: 1.02
VIDEO
July 30, 2021
2021 Q2 Market Review: Town Hall Edition
Relevance Score: 1.02
ARTICLE
July 26, 2021
The Paper that Formalized the Size Premium
Relevance Score: 1.02
VIDEO
July 22, 2021
2021 Q2 Market Review
Relevance Score: 1.02
ARTICLE
July 12, 2021
Selecting Investments
Relevance Score: 0.52
VIDEO
April 29, 2021
2021 Q1 Market Review: Town Hall Edition
Relevance Score: 1.00
VIDEO
April 15, 2021
2021 Q1 Market Review
Relevance Score: 1.00
ARTICLE
April 13, 2021
Ivy Funds: A Deeper Look at Performance
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: 1.00
VIDEO
February 4, 2021
2020 Q4 Market Review
Relevance Score: 1.00
VIDEO
January 28, 2021
2020 Q4 Market Review: Town Hall Edition
Relevance Score: 1.00
VIDEO
December 16, 2020
The Seductive Nature of Fat Tail Distributions
Relevance Score: 0.50
VIDEO
November 6, 2020
2020 Q3 Market Review: Town Hall Edition
Relevance Score: 1.00
VIDEO
November 6, 2020
Market Overview - October 2020
Relevance Score: 1.00
VIDEO
November 6, 2020
Measuring the Market
Relevance Score: 1.00
VIDEO
October 28, 2020
How Much Impact Does the President Have on Stocks?
Relevance Score: 0.50
ARTICLE
October 27, 2020
Putnam Investments: A Deeper Look at the Performance
Relevance Score: 1.00
VIDEO
October 22, 2020
2020 Q3 Market Review
Relevance Score: 1.00
ARTICLE
October 5, 2020
Profitability: An Added Dimension of Value Investing
Relevance Score: 1.00
VIDEO
September 29, 2020
Should You Be Factor Investing?
Relevance Score: 0.50
VIDEO
September 28, 2020
Is Investing Risky?
Relevance Score: 1.00
ARTICLE
September 22, 2020
Casinos, Insurers & Indexers: A Common Link?
Relevance Score: 1.00
ARTICLE
September 15, 2020
Misuse of the Law of Large Numbers: The Gambler's Fallacy
Relevance Score: 0.50
VIDEO
August 28, 2020
What to Consider When Building a Portfolio
Relevance Score: 0.50
VIDEO
August 21, 2020
Building Confidence as an Investor
Relevance Score: 0.50
VIDEO
August 7, 2020
David Booth on Value and Values
Relevance Score: 0.50
VIDEO
August 6, 2020
Kenneth French on How to Think About Investment Risk
Relevance Score: 1.00
VIDEO
July 22, 2020
50 Year Market Review
Relevance Score: 1.00
VIDEO
July 22, 2020
Q2 2020 Market Review
Relevance Score: 1.00
VIDEO
July 16, 2020
Introduction to Using the Normal Distribution
Relevance Score: 0.50
VIDEO
July 15, 2020
Common Measures of Risk and Return
Relevance Score: 1.00
VIDEO
April 2, 2020
The Importance of Rebalancing
Relevance Score: 1.00
VIDEO
March 24, 2020
Reacting to Markets
Relevance Score: 1.50
VIDEO
February 24, 2020
Why Should I Invest?
Relevance Score: 1.50
VIDEO
February 22, 2020
What's the Upside of Risk?
Relevance Score: 1.50
ARTICLE
January 13, 2020
Standard Deviation
Relevance Score: 0.50
ARTICLE
January 6, 2020
IFA's Take On What's Appropriate for a Performance Monitoring Report
Relevance Score: 1.00
ARTICLE
January 6, 2020
To Margin or Not To Margin?
Relevance Score: 1.00
VIDEO
December 12, 2019
David Booth Interview: Part Five
Relevance Score: 1.00
ARTICLE
November 1, 2019
Advisor Risk - How Would You Rate Your Advisor's Risk?
Relevance Score: 1.50
ARTICLE
August 20, 2019
Rebalancing Portfolios
Relevance Score: 1.00
VIDEO
July 17, 2019
Playing It Too Safe with Your Investments?
Relevance Score: 1.50
VIDEO
June 28, 2019
Advisor Risk
Relevance Score: 2.50
VIDEO
May 7, 2019
Admired vs. Spurned
Relevance Score: 1.00
VIDEO
April 25, 2019
Can Investors Learn from the Yale Model
Relevance Score: 1.00
VIDEO
January 4, 2019
Why Exciting Technologies Can Be Risky
Relevance Score: 1.00
VIDEO
September 21, 2018
Index Funds: Step 11 - Risk Exposure
Relevance Score: 1.00
VIDEO
September 21, 2018
Index Funds: Step 10 - Risk Capacity
Relevance Score: 1.00
VIDEO
September 21, 2018
Index Funds: Step 8 - Riskese
Relevance Score: 1.00
VIDEO
August 24, 2018
How to Guard Against Optimism Bias
Relevance Score: 1.00
VIDEO
August 16, 2018
The Dangers of Overconfidence
Relevance Score: 1.00
VIDEO
July 27, 2018
Is Factor Investing Worth It?
Relevance Score: 2.00
VIDEO
May 2, 2018
Efficient Market Hypothesis
Relevance Score: 1.00