What's New

Videos

Mark Hebner summarizes the market's performance during the first quarter of 2021 and demonstrates the difficulty in picking the next asset class winner.

Articles

IFA's ongoing research series examines the former Waddell & Reed unit's actively managed mutual funds. 

2021 Q1 Market Review

Thursday, April 15, 2021IFA.com

Mark Hebner summarizes the market's performance during the first quarter of 2021 and demonstrates the difficulty in picking the next asset class winner.Watch Video


Ivy Funds: A Deeper Look at Performance

Tuesday, April 13, 2021Murray Coleman

IFA's ongoing research series examines the former Waddell & Reed unit's actively managed mutual funds. Read More


Dimensional's Tax-Managed Funds Conversion to ETFs: What You Should Know

Wednesday, April 7, 2021Murray Coleman

The switch to ETFs in some tax-managed mutual funds is being structured by DFA as a tax-free event. Read More


Nonprofit's Free Workshops Cut Conflicts, Raise Financial Awareness

Friday, April 2, 2021Murray Coleman

Financial literacy program focuses on helping investors learn in an objective, pitch-free environment.Read More


A Closer Look at Financial Literacy

Thursday, April 1, 2021Murray Coleman

Don't take lightly April's focus on investment education. At IFA, Mark Hebner says he sure isn't. Read More


SPIVA: 2020 Full-Year Active vs. Passive Scorecard

Monday, March 29, 2021Murray Coleman

The latest research in S&P's long-time study takes a fresh look at how active managers stack up.Read More


The Endowment Model

Thursday, March 25, 2021Ben Felix

Large institutional investors like pension funds, university endowments, and sovereign wealth funds are looked to as thought leaders in portfolio management and asset allocation.Watch Video


To Bit or Not to Bit: What Should Investors Make of Bitcoin Mania?

Tuesday, March 23, 2021Dimensional Fund Advisors

Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their portfolios. Cryptocurrencies such as bitcoin emerged only in the past decade. Unlike traditional money, no paper notes or metal coins are involved. No centralRead More


Unwinding a Large Stock Position: Three Tips

Monday, March 22, 2021Murray Coleman

Concentrated stock positions raise a different set of portfolio issues. Here's how we approach such problems. Read More


Tales from the Crypto: How to Think About Bitcoin

Wednesday, March 17, 2021Dimensional Fund Advisors

Bitcoin and related cryptocurrencies (now numbering in the thousands) are the subject of much debate and fascination. Given bitcoin’s dramatic price changes, it is not surprising that many are speculating about its possible role in a portfolio.Read More


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