What's New

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

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

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

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

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

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

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

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