It's the late 90's. The internet is transforming everything, including how American's invest. Discount brokerages are on TV promising ordinary people they can trade like the pros. Suddenly you don't need a stock broker. You can buy and sell from your living room.
Explore David Jones's story of investment frustration and clarity, highlighting the case for index funds over active management failures.
The OBBBA introduces major tax law changes in 2026. Get insights on optimizing deductions, managing MAGI, and preparing with your advisor.
Each year, the College for Financial Planning compiles a comprehensive list of contribution limits to everything from 401(k) plans and Individual Retirement Accounts to Medicare as well as health savings accounts. As we did last year, IFA has worked with the college to turn such tables for 2025 contribution limits
Probability theory explains why active investing faces uphill odds. Dive into the math behind market efficiency and long-term success.
This article breaks down small caps versus large caps, historical performance, and whether recent trends indicate a shift in market dynamics.
Discover how the Galton Board reveals stock market patterns and explains why short-term predictions fail, but long-term distributions prevail.
For nearly 30 years, finance had one answer to every question about risk: beta. Market exposure. That single number supposedly explained why some stocks delivered higher returns than others.
IFA Senior Vice President, Denise Delaney, discusses Roth conversion with IFA's Director of Financial and Tax Planning, David York.
Private equity isn’t always what it seems. For decades, it’s been sold as the asset class for the sophisticated — promising higher returns, smoother results, and diversification. But much of that promise comes into question according to a new study.
Happy Holidays and Happy Returns from Index Fund Advisors!
Mark Hebner discusses market declines and volatility. It’s one of our investors’ favorite topics. The first thing you have to understand is all prices reflect all available information all the time.