2026 Q1 Market Review

Mark Hebner summarizes the market's performance during the first quarter of 2026 and demonstrates the difficulty in picking the next asset class winner.

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SOURCES:
Markov Chain Analysis of Coins and Market Data

DISCLOSURES:

Please pause the video to read all important disclosures related to performance data, including the limitations of hypothetical or back-tested results, the assumptions used, and other inherent risks. Charts and tables shown in this video may also be accessed in the "Videos" section above. This video may include content generated or enhanced using artificial intelligence (AI).

These videos are provided for informational purposes only and should not be construed as a solicitation, recommendation, or endorsement of any particular security, product, or service, nor should they be considered investment, tax, or financial advice. The content does not take into account any viewer's specific investment objectives, financial situation, or particular needs. Investing involves risks, including the potential loss of principal, and there is no guarantee that any investment strategy will be successful. Past performance is not indicative of future results. Performance discussed in this video is presented net of advisory fees unless otherwise noted.

IFA Index Portfolio numbers refer to the percentage of equity indexes in the allocation, with the remainder allocated to bond indexes. For example, an IFA Index Portfolio 90 represents 90% equity indexes and 10% bond indexes. Within each portfolio number, IFA maintains multiple Index Portfolio constructions, which may be identified by portfolio construction codes (such as S1B1, S2B2, S3B1) and may differ based on underlying stock and bond indexes, weighting factors, fund selection, and other portfolio design features. Accordingly, a portfolio number shown in this publication may correspond to, but not match, the construction of an individual client's portfolio, even when the same portfolio number is used. Clients and readers should consult their IFA Wealth Advisor for information regarding the specific portfolio construction and investment options applicable to their account.

Appearances by non-affiliated individuals, as well as third party quotes, references, or likenesses, do not constitute an endorsement of Index Fund Advisors, Inc. (IFA) or any specific service, strategy, or advisor. Third‑party information is provided for informational purposes only and is not guaranteed by IFA.

Hypothetical or back-tested performance is provided solely for illustrative purposes and does not represent actual trading or the performance of any specific client account. Such performance is achieved through the application of models or strategies applied in hindsight and is subject to significant limitations. Assumptions used in calculating hypothetical performance may not reflect actual market conditions or material economic and market factors that could have affected results. Index Fund Advisors, Inc. is a registered investment adviser.

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