2025 Q2 Market Review: Town Hall Edition

Mark Hebner and Wes Long talk to Apollo Lupescu about various topics in a town hall format in this 2025 Q2 Market Review.

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Note: Charts referenced in this video are linked below and can also be found in IFA's Chart Library on our website. Many of these charts feature interactive tools, allowing adjustments for date ranges, portfolio allocations, and other variables. Such changes may result in outcomes that differ from those presented in the video. 

Portfolio 100 Figure 1 and Figure 2

Index Comparisons

Risk Return Scatter Plot of IFA Index Portfolios and IFA Indexes

Fama French Five-Factor Model

Multi-Period Returns for IFA Index Portfolios and Indexes

Portfolio Comparisons

Gold and Silver vs. IFA Index Portfolios and IFA Indexes

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DISCLOSURES:

Apollo Lupescu appears by permission of Dimensional Fund Advisors LLP, and his opinions do not necessarily reflect those of Index Fund Advisors, Inc. Dimensional Fund Advisors LP is a registered investment advisor with the Securities and Exchange Commission. Opinions expressed by participants are their own as of the date of recording and do not necessarily reflect the views of Index Fund Advisors, Inc. All opinions are subject to change without notice.

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.

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 or tax advice. Investing involves risks, including potential loss of principal, and there is no guarantee that any investment strategy will be successful. The content of these videos is not intended to predict future performance or guarantee specific outcomes. Past performance is not indicative of future results, and no investment decisions should be based solely on the content of these videos.

All references to performance data in this video include generalized market returns, historical illustrations, or hypothetical/back-tested results unless otherwise noted. Hypothetical performance data does not reflect returns for any specific client portfolio or actual trading activity. The results are derived from models applied retroactively and use assumptions that may not fully reflect actual market conditions, transactions, or material economic factors. These illustrations are provided solely for educational purposes to demonstrate general market behaviors over time. They do not guarantee or represent any real-world investment returns.

The description of market news events and geopolitical developments is included to provide historical context; such events may or may not have directly driven the market performance described. Market movements are influenced by a variety of factors, and the relationships between these events and returns are inherently complex and unpredictable.