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In this clip from our 2020 Q3 Market Review, Mark talks about the historical effects of elections on the stock market.

Articles

Climate scientists have identified greenhouse gas (GHG) emissions as the largest contributor to global climate change.1 As a result, many investors are looking to reduce their...

What a Company's Emissions Tell Us about Its Expected Returns

Wednesday, October 28, 2020Wei Dai & Philipp Meyer-Brauns

Climate scientists have identified greenhouse gas (GHG) emissions as the largest contributor to global climate change.1 As a result, many investors are looking to reduce their emissions exposure through their portfolios and wondering if doing so would affect their expected performance. A new research paper from Dimensional delves into thisRead More


Presidential Elections and Stock Market Performance

Wednesday, October 28, 2020IFA.tv

In this clip from our 2020 Q3 Market Review, Mark talks about the historical effects of elections on the stock market.Watch Video


Putnam Investments: A Deeper Look at the Performance

Tuesday, October 27, 2020Murray Coleman

As part of IFA's ongoing research series, we've put under our microscope Putnam's actively managed mutual funds. Read More


2020 Q3 Market Review

Thursday, October 22, 2020IFA.tv

Mark Hebner summarizes the market's performance during the third quarter of 2020 and demonstrates the difficulty in picking the next asset class winner. Watch Video


A 'Back to Basics' Approach to Long-Term Inflation Risks

Tuesday, October 20, 2020Murray Coleman

Portfolio management is only one aspect of building wealth. A new report points to other low-risk ways to stay ahead of rising prices.Read More


Too Few Investors Taking 'Big Picture' View: Study

Friday, October 16, 2020Murray Coleman

How big of a difference can an objective set of professional eyes add to an investor's overall financial success outside of managing a portfolio? A new study takes a look at just that question. Instead of considering hypotheticals, however, this report goes directly to the source by sampling more thanRead More


The Nasty Aftereffects of Holding Too Much Cash

Tuesday, October 13, 2020Murray Coleman

Cash is a safe-haven for savers. But it can turn into a real drag in trying to reach your long-term investment goals.  Read More


An Exceptional Value Premium

Friday, October 9, 2020Dimensional Fund Advisors

It’s probably not news to most value investors that the value premium has struggled over the past decade. What might be news is just how extreme an outlier recent value stock underperformance represents. The periodic returns for value versus growth in Exhibit 1 convey a stark contrast between recent yearsRead More


SPIVA: 2020 Mid-Year Active vs. Passive Scorecard

Wednesday, October 7, 2020Murray Coleman

A pandemic leads S&P to issue a special edition to include this year's quarterly volatility.Read More


Profitability: An Added Dimension of Value Investing

Monday, October 5, 2020Murray Coleman

At IFA, we've designed an alternative portfolio with a stock tilt to more profitable companies.Read More


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