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New research by Dimensional examines the decline in the number of US stocks over the last two decades and whether this has implications for the size, or small cap, premium. &

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Reports cite complaints that bank's wealth management unit is pushing riskier investments and cross-selling banking services.

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Does a Declining Number of Stocks Affect the Size Premium?

Tuesday, September 18, 2018Dimensional Fund Advisors

New research by Dimensional examines the decline in the number of US stocks over the last two decades and whether this has implications for the size, or small cap, premium.  Watch Video


Advisors at Wells Fargo Swept into Sales Scandal

Tuesday, September 18, 2018Murray Coleman

Reports cite complaints that bank's wealth management unit is pushing riskier investments and cross-selling banking services.Read More


Overcoming Recency Bias - Show 285

Thursday, September 13, 2018IFA.tv

One of the problem investors face is what behavioral psychologists call Recency Bias. In other words, they focus on the very recent past and project that indefinitely into the future.                      Watch Video


Saving on Taxes: Traditional or Roth IRA?

Tuesday, September 11, 2018Murray Coleman

Determining the best use of these tax-friendly options can prove crucial to boosting your retirement savings.                   Read More


Crypto Concern - Show 284

Friday, September 7, 2018IFA.tv

The growing popularity of Bitcoin and other cryptocurrencies is raising red flags not just with investment professionals.                  Watch Video


Schwab, Fidelity & TD Ameritrade: New Features for IFA Clients

Thursday, September 6, 2018Murray Coleman

Discounts and tailored loans are some of the services that our planning network can access through other large financial firms.             Read More


Dimensional's Marlena Lee: How to Measure Value

Tuesday, September 4, 2018Murray Coleman

Dimensional's co-head of research explains how best to track and quantify the premium investors gain from tilting to value stocks.                      Read More


A Closer Look at Using eMoney

Tuesday, August 28, 2018Murray Coleman

This popular tech tool, which clients can utilize for free, is part of an enhanced IFA financial planning menu.Read More


How to Guard Against Optimism Bias - Show 283

Friday, August 24, 2018IFA.tv

Of all the behavioral biases people are prone to, one of the most prevalent is optimism bias. We typically assume things will turn out better than they do.            Watch Video


Hardly a One-Trick Pony: IFA's Holistic Planning Menu

Friday, August 24, 2018Murray Coleman

Diversification is important not just in terms of investing, but also in developing a well-rounded and comprehensive financial plan.Read More


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