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It is 1801. In Palermo, Sicily. The astronomer Giuseppe Piazzi has spotted something new — a faint point of light moving against the stars.
The small cap value premium re-emerged in 2026. Then it went away again. Then it came back. Anyone holding out for the numbers to settle first was holding out for something short-run returns never do. Look at what your portfolio told you about the small cap value premium this
On August 31, 1976, a small mutual fund called First Index Investment Trust began operations. It aimed to raise between $50 million and $150 million in its initial underwriting. It raised a little more than $11 million — “an abject failure,” in John Bogle’s own blunt assessment. Critics called it
IFA's ongoing research series examines the banker's actively managed mutual funds.
The Mutual Fund Alpha Charts shown below compare 37 different American Funds, all A Shares, (see trading symbols just above the chart) to their Morningstar analyst-designated benchmark.
A sound evidence-based investment process needs to consider how market volatility can be used to reduce your taxes.
In this study, we compare DFA's funds to those from the investment shop that John Bogle built.
Most of us spend a great deal of time and energy building up our wealth. But how often do we think about making sure the people we care about will be properly looked after if something happens to us.
By the end of the eighteenth century, probability theory had accumulated a remarkable collection of results.
Investors are naturally drawn to companies that are expanding rapidly. New factories, bold acquisitions... Surely these are the companies that will deliver the best returns. Actually, the evidence suggests the opposite.
Imagine you visit a doctor. She runs a test for a rare disease, one that affects one person in a thousand.
Investors need to tie themselves to the mast to avoid the daily temptations to get rich quick in the market.
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