What's New

Videos

A Nobel Laureate Moment - Market Timing

Articles

Small business owners and employees aren't the only ones able to take advantage of tax breaks included in the act. 

A Nobel Laureate Moment - Market Timing

Wednesday, April 1, 2020IFA.tv

A Nobel Laureate Moment - Market TimingWatch Video


Fighting COVID-19: Who is Eligible to Benefit from the CARES Act

Wednesday, April 1, 2020John Dahlin

Small business owners and employees aren't the only ones able to take advantage of tax breaks included in the act. Read More


Dimensional: Perspective on Recent Market Volatility

Friday, March 27, 2020Dimensional Fund Advisors

Jake DeKinder, Head of Client Communications, and Mark Gochnour, Head of Global Client Services, discuss recent volatility in financial markets and provide perspective on these events.Watch Video


Dimensional Earns Elite Status with Upgraded Morningstar 'Parent' Rating

Wednesday, March 25, 2020Murray Coleman

The independent research shop upgrades its ratings, landing DFA in the top-tier of fund companies.Read More


Reacting to Markets

Tuesday, March 24, 2020Dimensional Fund Advisors

In this short video, Nobel laureate Eugene Fama provides perspective for long-term investors on why they shouldn’t pay a lot of attention to short-term results.Watch Video


Market Volatility Hits Active Managers Hard

Monday, March 23, 2020Murray Coleman

The hedge funds industry is in trouble, and for good reason, notes major news outlets like the WSJ and FT. 

 Read More

S&P Study: Alpha is Truly 'Fleeting'

Friday, March 20, 2020Murray Coleman

Building on SPIVA research, analysts dig into how persistent active managers are in beating their benchmarks over time. Read More


A Better Investment Experience: Three Tips

Thursday, March 19, 2020Murray 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


What's the Significance?

Wednesday, March 18, 2020Brad Steiman

As the old saying goes, there are three kinds of lies: lies, damned lies and statistics.Read More


Renewed Warnings about ETFs: Volatility Baked into the Cake?

Monday, March 16, 2020Murray Coleman

Different sets of ETF research raise concerns about illiquidity issues during periods of heightened volatility.              Read More


Become An IFA Client

become a client page thumbnail

Talk to an experienced Wealth Advisor about your investments. We help thousands of people a year and are ready to help you.

Talk to an Advisor
risk capacity survey thumbnail

Calculating risk capacity is the first step to deciding which portfolio will generate optimal returns for each investor.

Determine Your Risk Capacity