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IFA taxes was created to assist clients in need of tax planning, accounting and tax return preparation expertise.

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At Index Fund Advisors, we have repeatedly cautioned investors to avoid getting ensnared in the never-ending pursuit of alpha by either picking stocks or hiring an active mana...

IFA News

"I wanted someone to be able to both visually and audibly hear my passion for educating the world about the proper way to invest" - Mark Hebner

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Advisor Alpha: The View from Vanguard

Thursday, August 15, 2019Mark Hebner and Murray Coleman

At Index Fund Advisors, we have repeatedly cautioned investors to avoid getting ensnared in the never-ending pursuit of alpha by either picking stocks or hiring an active manager to pick stocks on their behalf. Nevertheless, by engaging in a few prudent practices such as controlling costs, maintaining discipline, and taxRead More


Asset Location

Thursday, August 15, 2019Mark Hebner

An additional way that a passive advisor can add value is not just asset allocation but asset location. Specifically, for a client that has a mixture of taxable accounts, traditional IRAs, and Roth IRAs, it is often helpful to construct a single portfolio consisting of multiple asset classes that are divided up among the  different accounts with the ultimate purpose of optimizing after-tax returns.Read More


Introducing IFA Taxes

Wednesday, August 14, 2019IFA.tv

IFA taxes was created to assist clients in need of tax planning, accounting and tax return preparation expertise.Watch Video


A Better Investment Experience: Three Tips

Tuesday, August 13, 2019Murray Coleman

By nature, markets are volatile. Here are a few savvy ways to make investing a more palatable road to follow over a lifetime. Read More


IPOs: Profiles Are High. What About Returns?

Thursday, August 8, 2019Dimensional Fund Advisors

Initial public offerings often attract media and investor attention. New Dimensional research reveals some of the challenges IPO investors face.Read More


Lessons from the Global Financial Crisis

Wednesday, August 7, 2019IFA.tv

The Financial Crisis of 2007/08 is still deeply ingrained in many people's minds. But is the financial system any more stable today?Watch Video


Understand Uncertainty

Thursday, August 1, 2019IFA.tv

Mark Hebner starts a new series of videos about understanding uncertainty. The focus of the series will be the uncertainty of market returns.Watch Video


RAFI ETFs: A Deeper Look at the Performance

Wednesday, July 31, 2019Mark Hebner and Murray Coleman

How do funds using such an alternative benchmarking methodology fare when put under IFA's research microscope?Read More


Vanguard's Active Funds: A Deeper Look at the Performance

Tuesday, July 30, 2019Murray Coleman and Mark Hebner

Vanguard's known as a low-cost indexing pioneer. But how has it done as an active manager?
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2019 Q2 Market Review

Thursday, July 25, 2019Murray Coleman

After logging strong returns in the opening three months of 2019, global equity markets slowed in the second quarter.Read More


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