IFA Town Hall with Weston Wellington

Wednesday, May 13, 2020 738 views

IFA's Mark Hebner and Dimensional Fund Advisors' Weston Wellington discuss the recent COVID-19 crisis in a Town Hall format where they cover an array of topics.

REFERENCES:

Growth of Wealth for IFA US Small Company Index – 21 years, 2 mos (3/1/1999 – 4/30/2020)

Style Consistency:  Major Equity Classes 15 Years (1/1/2005 – 12/31/2019)

The Random Walk of Market Returns – The Hebner Model

Compare Portfolios:  IFA Index Portfolio 100 vs S&P 500 Index - 50 years, 4 mos (1/1/1970-4/30/2020)

Dimensions of Return – Up to 92 Years (1/1/1928 – 12/31/2019)

DISCLOSURES:

Investment involves risks.  The investment return and principal value of an investment may fluctuate so that an investor's portfolio, when redeemed, may be worth more or less than their original value.  There is no guarantee that the strategies will be successful.  Past performance or the use of an advisor is no guarantee of future results. 

HYPOTHETICAL backtested performance is provided for illustrative purposes only, it does not represent the actual performance of any client portfolio or account and it should not be interpreted as an indication of such past or future performance. Please see our Disclosures for HYPOTHETICAL back-tested performance of Indexes at ifabt.com.

The information in this video is provided in good faith without any warranty and is intended for the recipient's background information only.  It does not constitute investment advice, recommendation, or an offer of any services or products for sale and is not intended to provide a sufficient basis on which to make an investment decision. Dimensional accepts no responsibility for loss arising from the use of the information contained herein. All expressions of opinion are subject to change. 

Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.

S&P 500 Index (January 1990-Present): Source: Standard & Poors Index Services Group. © 2020 S&P Dow Jones Indices LLC, a division of S&P Global. All rights reserved. S&P 500 Index (January 1926-December 1989): Source: Ibbotson data courtesy of © Stocks, Bonds, Bills and Inflation Yearbook™, Ibbotson Associates, Chicago.

The information provided in this presentation has been compiled from sources believed to be reliable and current, but accuracy should be placed in the context of the underlying assumptions.  


All videos are being provided for informational purposes only and should not be considered a solicitation, recommendation, or endorsement of any particular security, product or service, or considered to be investment or tax advice. No investment decisions should be made solely based on the information in any of these videos. The opinions referenced within are as of the date of each video recording and are subject to change without notice. Information provided by third-party sources is not endorsed or guaranteed by IFA. Please be sure to use the pause button to fully read the important disclosures at the end of each video.

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