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Videos

Marlena Lee, Global Head of Investment Solutions, offers an overview of the US and global bond markets and discusses how investors can pursue higher expected returns while man...

Articles

The latest update of this research series analyzes fund performances by investment behavior versus actual returns. 

Dalbar QAIB: Investors are Still Their Own Worst Enemy

Thursday, May 28, 2020Murray Coleman

The latest update of this research series analyzes fund performances by investment behavior versus actual returns. Read More


Bond Investing in the Current Market

Wednesday, May 27, 2020Dimensional Fund Advisors

Marlena Lee, Global Head of Investment Solutions, offers an overview of the US and global bond markets and discusses how investors can pursue higher expected returns while managing risks in a low-yield environment.Watch Video


Building Savings in IRAs: Tax Reforms Open New Opportunities

Tuesday, May 26, 2020Murray Coleman

At least in theory, tax code changes could open new doors for investors with their traditional IRA accounts.Read More


Diary of a 'Reformed' Journalist

Thursday, May 21, 2020Murray Coleman

I was trained as a journalist to approach any type of speculative claim with a high degree of skepticism. But it took years of sifting through a wealth of academic research and market evidence for me to finally make a career change. In all honesty, it's just become too apparent to me that index-based investing is the only way to achieve long-term financial success.Read More


Time In Markets (Not Market Timing) is Key to Building Wealth

Tuesday, May 19, 2020Murray Coleman

Staying invested, whether through small-cap or blue-chip stocks, correlates to greater portfolio returns. Read More


Francis Galton and the Iron Rule of Markets

Friday, May 15, 2020Robin Powell

“Reversion to the mean,” Jack Bogle once said, “is the iron rule of financial markets.” And if you understand nothing else about how investing works, grasping this one simple concept will give you a better chance of succeeding at it than supposedly more sophisticated investors.Read More


IFA Town Hall with Weston Wellington

Wednesday, May 13, 2020IFA.tv

IFA's Mark Hebner and Dimensional Fund Advisors' Weston Wellington discuss the recent COVID-19 crisis in a Town Hall format where they cover an array of topics.Watch Video


Principal Financial Group: A Deeper Look at the Performance

Wednesday, May 13, 2020Murray Coleman

As part of IFA's ongoing research series, we've put under our microscope Principal Financial Group.Read More


The IFA Index Portfolio 100 vs. S&P 500 ETF

Monday, May 11, 2020IFA.tv

IFA President Mark Hebner answers a viewer's question regarding the IFA Index Portfolio 100's recent performance vs. an S&P 500 ETF or index fund.Watch Video


Owners of Property Worth $166k-Plus: Consider a Trust

Thursday, May 7, 2020Murray Coleman

Protecting valuable personal assets is a strategy that experts warn many investors might not be fully utilizing.  Read More


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